2014-03-31T09:20:57-05:00 2013-06-30 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2012-07-01 237209731 LIFE'S WORC INC LIFE 5167419000 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 JANET KOCH 5167419000 2014-03-26 1 FREDERICK H ROTHMAN P01275277 2128674000 2012 2015-11-30 17:44:51Z JANET KOCH 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 45646654 0 X WWW.LIFESWORC.ORG X 1972 NY LIFE'S WORC IS A PRIVATE, 501(C)(3) NOT-FOR-PROFIT AGENCY PROVIDING COMPREHENSIVE SUPPORT FOR SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES INCLUDING MENTAL RETARDATION AND AUTISM SPECTRUM DISORDERS. LIFE'S WORC IS COMMITTED TO PROVIDING SUPPORT NECESSARY TO FACILITATE THE FULL INTEGRATION OF INDIVIDUALS IN THE COMMUNITIES IN WHERE THEY LIVE. 19 19 1101 84 0 0 332110 1319099 44010766 44155078 16754 11205 -19876 46646 44339754 45532028 0 0 0 0 33038419 32616731 0 0 292362 10600066 11576948 43638485 44193679 701269 1338349 32711981 35124269 24391136 25465075 8320845 9659194 X LIFE'S WORC PROVIDES RESIDENTIAL SUPPORTS AND COMMUNITY SERVICES TO HUNDREDS OF INDIVIDUALS THROUGHOUT QUEENS, NASSAU AND SUFFOLK COUNTIES IN NY. OUR PERSON-CENTERED PHILOSOPHY IS INCORPORATED INTO THE DAY TO DAY PROGRAM OPERATIONS AND WE ENSURE THAT REGARDLESS OF THE LEVEL OF ABILITY OR PHYSICAL HANDICAP, EACH AND EVERY PERSON LIVES AN ENVIABLE LIFE RICH IN CONNECTIONS WITH FAMILY, FRIENDS, COMMUNITY PARTICIPATION AND PERSONAL CHOICE. 0 0 30853204 34457017 LIFE'S WORC PROVIDES RESIDENTIAL SUPPORT FOR OVER 215 INDIVIDUALS WHO RESIDE IN OUR 36 COMMUNITY BASED HOMES LOCATED THROUGHOUT QUEENS, NASSAU AND SUFFOLK COUNTIES IN NY. EACH HOME OFFERS A FULL RANGE OF SUPPORT AND SERVICES CONSISTENT WITH THE NEEDS OF OUR INDIVIDUALS AND NYS OFFICE FOR PEOPLE WITH DEVELOPMENT DISABILITIES (OPWDD) REGULATORY STANDARDS. 1972834 2335166 LIFE'S WORC PROVIDES COMMUNITY HABILITATION (FORMERLY CALLED IN-HOME RESIDENTIAL HABILITATION AHRH) SERVICES TO APPROXIMATELY 200 CHILDREN AND ADULTS THROUGHOUT QUEENS, NASSAU AND SUFFOLK COUNTIES IN NY. COMMUNITY HABILITATION IS DESIGNED TO PROVIDE SUPPORT FOR INDIVIDUALS WHO RESIDE WITH THEIR FAMILY AND REQUIRE ASSISTANCE IN THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS. 3499036 4323822 LIFE'S WORC HAS SIX DAY HABILITATION PROGRAMS LOCATED THROUGHOUT QUEENS, NASSAU AND SUFFOLK COUNTIES IN NY. THE PROGRAMS HAVE BEEN PRIMARILY DESIGNED TO ASSIST HIGH SCHOOL GRADUATES TO TRANSITION INTO A WORK-TYPE ENVIRONMENT. JOB SKILL DEVELOPMENT AS WELL AS ACTIVITIES OF DAILY LIVING (ADL'S) ARE AREAS IN WHICH WE FOCUS IN OUR DAY HABILITATION PROGRAM. 3618127 2480090 OTHER PROGRAM SERVICES CONSISTS OF CASE MANAGEMENT SERVICES AND PROGRAM DEVELOPMENT. 3618127 2480090 39943201 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 259 0 1101 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X JANET KOCH 5167419000 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 EDWARD J O'DONNELL ESQ 1.00 X X 0 0 0 DONALD W BARRICK 1.00 X X 0 0 0 VINCENT GRUCCI 1.00 1.00 X X 0 0 0 BRIAN WALSH 1.00 1.00 X X 0 0 0 RICK DEL MASTRO 1.00 1.00 X 0 0 0 WESLEY A SMITH 1.00 X 0 0 0 KEVIN M ARNSTEIN 1.00 X 0 0 0 MARY ELLEN DUFFY ESQ 1.00 X 0 0 0 RICHARD RITACCO 1.00 X 0 0 0 STEVEN P CAVALUZZO 1.00 X 0 0 0 THOMAS P DAUM 1.00 X 0 0 0 DENNIS W FARRELL 1.00 X 0 0 0 LAWRENCE FLEISCHMAN 1.00 X 0 0 0 DONALD H HAZELTON ESQ 1.00 X 0 0 0 EDWARD M KELLY 1.00 X 0 0 0 PATRICK CMCCARTHY ESQ 1.00 X 0 0 0 NICHOLAS NUBILE 1.00 X 0 0 0 VICTORIA SCHNEPS-YUNIS 1.00 X 0 0 0 MARY RITA WALLACE ESQ 1.00 X 0 0 0 FREDERICK R WARREN 1.00 X 0 0 0 THOMAS F WERRING ESQ 1.00 X 0 0 0 PETER C SMERGUT 40.00 X 344996 0 78839 JANET KOCH 40.00 X 187664 0 17911 NEAL SCHWEIFEL 40.00 X 178052 0 46269 MATTHEW P ZEBATTO 40.00 X 130124 0 36407 MARY RAFFERTY-CASTRO 40.00 X 147914 0 36623 MARYANN GRECO-DOMBROWSKI 40.00 X 126676 0 40719 LAURA LOVELOCK 40.00 X 121877 0 41854 ANNA MARIA TRENT 40.00 X 124426 0 45236 1361729 0 343858 9 0 1 0 GATES CAPITAL CORP 100 PARK AVE 2203 NEW YORK NY 10017 FINANCING BROKER 197713 NIXON PEABODY LLP CLINTON SQUARE PO BOX 31051 ROCHESTER NY 14603 ATTORNEY 160000 BRYAN SCHILLING LANDSCAPING 327 51 STREET LINDENHURST NY 11757 LANDSCAPING & MAINTENANCE 143760 SETH P STEIN ESQ 400 GARDEN CITY PLAZA GARDEN CITY NY 11530 ATTORNEY 125000 4 10233 142386 1166480 1319099 RESIDENTIAL SERVICES 623000 34796148 34796148 DAY HABILITATION SERVICES 623000 4323822 4323822 IN-HOME SERVICES 623000 2335166 2335166 CASE MANAGEMENT SERVICES 623000 1117383 1117383 ABA SERVICES 623000 829948 829948 752611 752611 44155078 11205 11205 29491 0 29491 29491 29491 116670 142386 114626 2044 2044 MISCELLANEOUS 900099 15111 15111 15111 45532028 44184569 0 28360 849073 254721 594352 24500419 22975642 1331261 193516 741959 679935 56361 5663 4086724 3745092 310438 31194 2438556 2234703 185240 18613 63449 63449 86750 86750 1851172 1730142 119665 1365 1623827 1394396 218976 10455 1369285 1299910 55169 14206 1258472 1198621 48597 11254 182371 137315 43608 1448 1676361 1280162 396199 1778116 1552693 224761 662 337913 320480 15494 1939 FOOD 722422 722368 54 626810 417021 207742 2047 44193679 39943201 3958116 292362 6019954 8522697 1653138 843668 4615424 4891076 285297 148031 38438951 20094450 19270932 18344501 810742 950280 56494 1424016 32711981 35124269 5495706 5333720 609187 11869801 2967470 5348197 602470 1677432 15952228 24391136 25465075 X 8320845 8614004 1045190 8320845 9659194 32711981 35124269 1338349 0 X X 0 1 X 1 0 X 202311 178326 286913 332110 1319099 2318759 39067631 42264205 43158547 44010766 44155078 212656227 39269942 42442531 43445460 44342876 45474177 214974986 0 0 0 214974986 17823 16807 16794 16754 40696 108874 17823 16807 16794 16754 40696 108874 18439 5529 2044 26012 145791 5238 11044 5022 15111 182206 39451995 42470105 43473298 44364652 45532028 215292078 0.99850 0.99830 0.00050 0.00060 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS TRAINING INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 874431 1180060 390850 1663641 0 3371814 3371814 29787854 15713523 14074331 330502 101260 229242 2370686 2206306 164380 2578095 2073361 504734 18344501 DUE TO NYS OPWDD 517293 RESERVE FOR RATE ADJUSTMENT 750000 BONDS PAYABLE 14684935 15952228 X 45532028 0 45532028 0 45532028 44193679 0 44193679 0 44193679 PART IV, LINE 1B: LIFE'S WORC PARTICIPANT TRUST I - TRUST FOR DISABLED INDIVIDUALS FUNDED BY DISABLED INDIVIDUALS, USUALLY FROM RETROACTIVE SOCIAL SECURITY BENEFITS OFTEN FROM PARENT'S RETIREMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: WORC HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2010 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. ANNUAL GALA 140836 56802 84034 61977 20057 ANNUAL GOLF & TENNIS OUTING 116835 85584 31251 21863 9388 257671 142386 115285 83840 29445 113285 2000 X X X X X X 0 0 0 0 0 0 0 1 0 PETER C SMERGUT 332490 0 9979 0 2527 0 29220 0 49619 0 423835 0 0 0 JANET KOCH 169048 0 9834 0 8782 0 17131 0 780 0 205575 0 0 0 NEAL SCHWEIFEL 167479 0 5566 0 5007 0 24006 0 22263 0 224321 0 0 0 MATTHEW P ZEBATTO 113300 0 11109 0 5715 0 19064 0 17343 0 166531 0 0 0 MARY RAFFERTY-CASTRO 117915 0 23633 0 6366 0 19280 0 17343 0 184537 0 0 0 MARYANN GRECO-DOMBROWSKI 115608 0 11068 0 0 0 18956 0 21763 0 167395 0 0 0 LAURA LOVELOCK 115608 0 6269 0 0 0 17091 0 24763 0 163731 0 0 0 ANNA MARIA TRENT 115608 0 6804 0 2014 0 19043 0 26193 0 169662 0 0 0 PART I, LINE 7 BONUSES ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND ARE BASED ON PERFORMANCE. THE EXECUTIVE DIRECTOR'S BONUS IS BASED ON HIS CONTRACT AND IS CALCULATED BASED ON THE TOTAL CONTRACT VALUE LESS SALARY AND OTHER BENEFIT PAYOUTS. A TOWN OF HEMPSTEAD IDA 113237317 87237U741 1999-07-03 5500000 PURCHASE AND RENOVATE BUILDINGS 0 0 0 B NEW YORK IDA 132906040 64971CW59 2000-03-31 1328562 PURCHASE AND RENOVATE HOMES 0 0 0 C SUFFOLK COUNTY IDA 112584714 864768LZ7 2001-12-31 1640000 PURCHASE AND RENOVATE HOMES 0 0 0 D NEW YORK IDA 132906040 649710AE0 2002-03-31 855000 PURCHASE AND RENOVATE HOMES 0 0 0 A 550000 5500000 2004 0 0 1 1 B 1328562 1328562 2004 0 0 1 1 C 102500 1640000 82000 2005 0 0 1 1 D 855000 855000 2006 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A SUFFOLK COUNTY IDA 112584714 864768RC2 2003-11-06 1020000 PURCHASE AND RENOVATE HOMES 0 0 0 B SUFFOLK COUNTY IDA 112584714 864768QU3 2003-11-14 1230000 PURCHASE AND RENOVATE HOMES 0 0 0 C NASSAU COUNTY IDA 112559657 631657KR3 2007-12-19 1060000 PURCHASE AND RENOVATE HOMES 0 0 0 D NASSAU COUNTY IDA 631657HD8 2005-01-21 565000 PURCHASE AND RENOVATE HOME 0 0 0 A 1020000 1020000 2007 0 0 1 1 B 75000 1230000 61500 2007 0 0 1 1 C 64000 1060000 53000 2007 0 0 1 0 D 37500 565000 28250 2005 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A BUILD NYC RESOURCE CORP 12008EAM8 2012-07-26 595000 REFINANCED LONG TERM DEBT 0 0 0 B BUILD NYC RESOURCE CORP 12008EAN6 2012-07-26 1705000 REFINANCED LONG TERM DEBT 0 0 0 C SUFFLOK COUNTY ECONOMIC DEVELOPMENT 86476RBL7 2012-07-26 870000 REFINANCED LONG TERM DEBT 0 0 0 D SUFFLOK COUNTY ECONOMIC DEVELOPMENT 86476RBM5 2012-07-26 1380000 REFINANCED LONG TERM DEBT 0 0 0 A 90000 595000 16945 528 2012 0 0 1 1 B 100000 1705000 48558 1692 2012 0 0 1 0 C 250000 870000 25593 590 2012 0 0 1 1 D 110000 1380000 40595 2398 2012 0 0 1 0 A TOWN OF HEMPSTEAD LOCAL DEVELOP CORP 424682DE9 2012-07-26 10630000 REFINANCED LONG TERM DEBT & PURCHASE AND RENOVATE BUILDINGS 0 0 0 A 425000 10630000 562092 276861 2600000 1698 2014 0 0 1 0 LAUREN CRESPO FAMILY MEMBER OF NEAL SCHWEIFEL, ASST EXEC. DIRECTOR OF OPERATIONS 15990 INDEPENDENT CONTRACTOR 0 FORM 990, PART VI, SECTION A, LINE 2 NEAL SCHWEIFEL, KEY EMPLOYEE - DAUGHTER PROVIDES PHYSICAL THERAPY SERVICE. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IN DRAFT FORMAT BY THE CEO AND CFO. EACH PAGE OF THE 990 IS REVIEWED AT THIS TIME. THE FINANCE COMMITTEE APPROVES THE 990, WITH THE FINAL COPY BEING SHARED WITH THE ENTIRE BOARD OF DIRECTORS AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICERS, KEY AND HIGHLY COMPENSATED EMPLOYEES ARE REQUIRED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. THE AGENCY'S CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT A BOARD MEETING. IF A CONFLICT EXISTS WHERE A BOARD VOTE IS REQUIRED, THE MEMBER WITH THE CONFLICT IS RECUSED FROM PARTICIPATING IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION ENGAGED AN INDEPENDENT ACCOUNTING FIRM, BDO SEIDMAN, TO PERFORM A COMPENSATION ANALYSIS FOR THE EXECUTIVE DIRECTOR, ASSOCIATE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. THE BOARD OF DIRECTOR USED THIS INFORMATION TO APPROVE A FIVE YEAR CONTRACT FOR THE EXECUTIVE DIRECTOR. THIS ANALYSIS WAS CONDUCTED IN 2011. FORM 990, PART VI, SECTION C, LINE 19 TAX EXEMPT BONDS REQUIRE THAT WE FILE OUR ANNUAL AUDITED FINANCIAL STATEMENTS ON THE MUNICIPALITY REPORTING SYSTEM - EMMA, WHICH IS AVAILABLE TO THE PUBLIC VIA INTERNET. IN ADDITION OUR FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG AND THE AGENCY WEBSITE. AT THE REQUEST OF POTENTIAL AND EXISTING PARTNERS, WE PROVIDE FINANCIAL STATEMENTS AND OUR CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE FAMILY CENTER FOR AUTISM 1517 FRANKLIN AVENUE GARDEN CITY NY 11530 460975573 THERAPEUTIC, EDUCATIONAL, REC, SOCIAL PROGRAMS FOR INDIVIDUALS W/ AUTISM NY 501(C)(3) LINE 7 LIFE'S WORC INC 1 LIFE'S WORC NEW JERSEY 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 463066667 RESIDENTIAL PROGRAMS FOR PEOPLE WITH MR/DD NY 501(C)(3) LINE 9 LIFE'S WORC INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0