2014-08-13T16:42:47-05:00 2013-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2013-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 KEVIN JUDGE EVP/CHIEF FINANCIAL OFFICER 5854264120 2014-08-12 1 AIMEE JOZIC P01329472 5853811000 2013 2015-11-30 17:44:51Z JAMES BRANCIFORTE 425 PAUL ROAD ROCHESTER NY 14624 61540884 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 14 14 2115 125 0 0 362248 267384 59444651 61012123 0 0 230006 261377 60036905 61540884 0 0 0 0 46747597 48122462 0 0 0 12967365 13257549 59714962 61380011 321943 160873 36167367 36513890 19850787 19832244 16316580 16681646 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 29804578 31259702 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. 8641460 8895078 INTERMEDIATE CARE FACILITIES HOUSE 61 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARING AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 13108341 14413165 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 403 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 5534806 6444178 5534806 6444178 57089185 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 94 0 1 2115 1 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 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 JAMES BRANCIFORTE PRESIDENT & CEO 40.00 5.00 X 296890 0 60632 JORDON BROWN EXECUTIVE VP & COO 40.00 X 160989 0 27345 LOU KATZ EXECUTIVE VP & CAO 40.00 X 179795 0 9892 KEVIN JUDGE EXECUTIVE VP & CFO 40.00 5.00 X 160287 0 26512 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 40.00 X 138406 0 27245 936367 0 151626 5 0 1 0 HISCOCK & BARCLAY LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 210637 BIG PATS CARPET CLEANING 132 RAHWAY ROAD ROCHESTER NY 14606 CUSTODIAL SERVICES 112826 2 31695 214580 21109 267384 MEDICAID 900099 54763779 54763779 PARTICIPANT FEES 900099 3697354 3697354 OTHER 900099 1298375 1298375 CONTRACT INCOME 900099 1252615 1252615 61012123 OTHER 900099 261377 261377 261377 61540884 61273500 0 0 1018369 31892 986477 34712305 33003023 1709282 888722 826164 62558 9023962 8739268 284694 2479104 2354103 125001 2917 2917 231982 22206 209776 48800 48800 32764 3140 29624 330821 204211 126610 1615912 1529575 86337 1777882 1733395 44487 492559 488941 3618 2049743 1918141 131602 247329 209819 37510 FOOD 1224090 1221641 2449 PROGRAM SUPPLIES 925659 809921 115738 CONTRACTED SERVICE 888647 886116 2531 REPAIRS AND MAINTENANCE 807906 786796 21110 2580538 2317916 262622 61380011 57089185 4290826 0 23618 23325 12043596 11822577 5555076 6946395 789252 770274 131268 162756 43367114 27471695 16562657 15895419 1061900 893144 36167367 36513890 9437230 9764653 2567759 2534052 7825838 7522501 19960 11038 19850787 19832244 X 15565661 15968593 750919 713053 16316580 16681646 36167367 36513890 X 160873 8922 40158 155113 X 0 1 X 1 0 X 110903 713840 368537 362248 433645 1989173 56665662 59706074 58682132 59444651 61012124 295510643 56776565 60419914 59050669 59806899 61445769 297499816 0 0 0 297499816 13 325 338 13 325 338 14908 15030 55195 230006 95115 410254 56791486 60434944 59106189 60036905 61540884 297910408 0.99860 0.99890 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1341672 1341672 27808083 15810313 11997770 65617 27708 37909 14151742 11633674 2518068 15895419 INTEREST RATE SWAP LIABILITY 11038 11038 X PART X, LINE 2: LIFETIME ASSISTANCE IS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES AS AN ORGANIZATION QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO CLASSIFIED THE ORGANIZATION AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION. AT DECEMBER 31, 2013 LIFETIME DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. LIFETIME FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. LIFETIME IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE PRESIDENT & CEO 269250 0 21000 0 6640 0 44445 0 16187 0 357522 0 0 0 JORDON BROWN EXECUTIVE VP & COO 158696 0 1000 0 1293 0 7489 0 19856 0 188334 0 0 0 LOU KATZ EXECUTIVE VP & CAO 176727 0 1000 0 2068 0 8959 0 933 0 189687 0 0 0 KEVIN JUDGE EXECUTIVE VP & CFO 158668 0 1000 0 619 0 6656 0 19856 0 186799 0 0 0 ERNEST HAYWOOD VP RESIDENTIAL AND DEVELOP 136909 0 1000 0 497 0 7232 0 20013 0 165651 0 0 0 SCHEDULE J, PART I, LINE 4B PART I, LINE 4B: 457 PLANS - JAMES BRANCIFORTE; $32,970. LIFETIME MAINTAINS DEFERRED COMPENSATION PLANS 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 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 2012/2013 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRMS REPORT PROVIDES AN ANALYSIS OF 2012/2013 COMPENSATION, TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES FOR 2012/2013, 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 2012/2013. 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 155,113. 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 95000 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC Q 125000 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC Q 76000 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC Q 53000 FAIR MARKET VALUE