2013-05-13T17:25:40-05:00 2012-06-30 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2011-07-01 237209731 LIFE'S WORC INC LIFE 5167419000 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 JANET KOCH 5167419000 2013-05-09 1 FREDERICK H ROTHMAN P01275277 2128674000 2011 2016-02-24 21:20:13Z JANET KOCH 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 44493212 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. 21 21 1086 70 0 0 286913 332110 43158547 44010766 16794 16754 -9841 -19876 43452413 44339754 0 0 0 0 32012250 33038419 0 0 385385 10931893 10600066 42944143 43638485 508270 701269 32253981 32711981 24634405 24391136 7619576 8320845 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 31662493 34620454 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. 2110287 2366895 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. 3543496 4516681 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. 2560348 2506736 LIFE'S WORC PROVIDES CASE MANAGEMENT SERVICES AND FAMILY SUPPORT SERVICES TO CHILDREN AND ADULTS THROUGHOUT QUEENS, NASSAU AND SUFFOLK COUNTIES IN NY. 2560348 2506736 39876624 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 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 0 0 0 0 0 1 221 0 1086 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 VINCE GRUCCI 1.00 X X 0 0 0 BRIAN WALSH 1.00 X X 0 0 0 RICK DEL MASTRO 1.00 X 0 0 0 EDMOND O'DONNELL 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 345890 0 72218 JANET KOCH 40.00 X 175288 0 36603 NEAL SCHWEIFEL 40.00 X 171806 0 42610 MATTHEW P ZEBATTO 40.00 X 126168 0 37015 MARY RAFFERTY-CASTRO 40.00 X 129593 0 37587 MARYANN GRECO-DOMBROWSKI 40.00 X 124237 0 36928 LAURA LOVELOCK 40.00 X 129158 0 35063 ANNA MARIA TRENT 40.00 X 120290 0 37036 1322430 0 335060 11 0 1 0 ASG AND C INC 318 MIDDLE COUNTRY ROAD RIDGE NY 11961 CONSTRUCTION 171583 BRYAN SCHILLING LANDSCAPING 327 51 STREET LINDENHURST NY 11757 LANDSCAPING & MAINTENANCE 120915 BROADVIEW NETWORKS PO BOX 9242 UNIONDALE NY 11555 TELEPHONE SYSTEM SERVICE 111194 IMPACT COLLISION 195 SUNRISE HIGHWAY AMITYVILLE NY 11701 VEHICLE REPAIRS 109072 DCF INC 1 COMAC LOOP UNIT 4 BLDG 4 RONKONKOMA NY 11779 CONSTRUCTION 106333 5 5078 189060 137972 332110 RESIDENTIAL SVC. 623000 35051420 35051420 DAY HABILITATION SVC. 623000 4098339 4098339 IN-HOME SVC. 623000 2380917 2380917 CASE MANAGEMENT SVC. 623000 1146734 1146734 1333356 1333356 44010766 16754 16754 128560 189060 153458 -24898 -24898 MISCELLANEOUS 900099 5022 5022 5022 44339754 44010766 0 -3122 679862 203958 475904 24580095 22832378 1531285 216432 875545 813292 54544 7709 4460601 4143438 277886 39277 2442316 2268659 152152 21505 67463 67463 93866 93866 1674496 1559128 74310 41058 1282301 1178421 87054 16826 1813206 1574921 224115 14170 1257617 1189157 54903 13557 116454 108720 6409 1325 795107 795107 1642537 1535210 106541 786 315101 284350 25222 5529 FOOD 704117 703920 197 837801 685965 144625 7211 43638485 39876624 3376476 385385 6843950 6019954 1797226 1653138 3912765 4615424 157265 285297 37671522 18400590 19421409 19270932 810742 121366 56494 32253981 32711981 5663453 5495706 12791654 11869801 4504721 5348197 1674577 1677432 24634405 24391136 X 7619576 8320845 7619576 8320845 32253981 32711981 701269 0 X X 0 1 1 X 0 X 305762 202311 178326 286913 332110 1305422 35569135 39067631 42264205 43158547 44010766 204070284 35874897 39269942 42442531 43445460 44342876 205375706 0 0 0 205375706 50306 17823 16807 16794 16754 118484 50306 17823 16807 16794 16754 118484 26377 18439 5529 50345 20292 145791 5238 11044 5022 187387 35971872 39451995 42470105 43473298 44364652 205731922 0.99830 0.99710 0.00060 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 455616 492113 73300 874429 0 3371814 3371814 29191039 14247304 14943735 330505 84831 245674 2299870 2111796 188074 2478294 1956659 521635 19270932 DUE TO NYS OPWDD 927432 RESERVE FOR RATE ADJUSTMENT 750000 1677432 44339754 43638485 701269 701269 44339754 0 44339754 0 44339754 43638485 0 43638485 0 43638485 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: WORC HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2009 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. ANNUAL GALA 143450 73123 70327 48190 22137 ANNUAL GOLF & TENNIS OUTING 148298 91040 57258 38500 37112 1 25872 24897 975 975 6544 317620 189060 128560 87665 65793 153458 -24898 X X X X X X 0 0 0 0 0 0 0 1 0 PETER C SMERGUT 332007 0 12410 0 1473 0 29220 0 42998 0 418108 0 0 0 JANET KOCH 164800 0 7384 0 3104 0 17131 0 19472 0 211891 0 0 0 NEAL SCHWEIFEL 161709 0 7435 0 2662 0 24006 0 18604 0 214416 0 0 0 MATTHEW P ZEBATTO 113300 0 7384 0 5484 0 19043 0 17972 0 163183 0 0 0 MARY RAFFERTY-CASTRO 113301 0 10411 0 5881 0 19280 0 18307 0 167180 0 0 0 MARYANN GRECO-DOMBROWSKI 113300 0 10937 0 0 0 18956 0 17972 0 161165 0 0 0 LAURA LOVELOCK 113300 0 15858 0 0 0 17091 0 17972 0 164221 0 0 0 ANNA MARIA TRENT 113299 0 6991 0 0 0 19064 0 17972 0 157326 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. TOWN OF HEMPSTEAD IDA 113237317 87237U741 2003-07-04 5500000 PURCHASE AND RENOVATE BUILDINGS 0 0 0 NEW YORK IDA 132906040 64971CW59 2004-04-01 1328562 PURCHASE AND RENOVATE HOMES 0 0 0 SUFFOLK COUNTY IDA 112584714 864768LZ7 2006-01-01 1640000 PURCHASE AND RENOVATE HOMES 0 0 0 NEW YORK IDA 132906040 649710AE0 2006-04-01 855000 PURCHASE AND RENOVATE HOMES 0 0 0 553750 5500000 445485 137500 232960 5364384 2004 0 0 1 1 788562 266198 23500 27513 1888 392032 2004 0 0 1 1 865345 1697000 82000 49677 85064 1485146 2005 0 0 1 1 460000 925949 62003 100828 32494 696568 2006 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUFFOLK COUNTY IDA 112584714 864768RC2 2007-11-07 1020000 PURCHASE AND RENOVATE HOMES 0 0 0 SUFFOLK COUNTY IDA 112584714 864768QU3 2007-11-15 1230000 PURCHASE AND RENOVATE HOMES 0 0 0 SUFFOLK COUNTY IDA 112559657 631657KR3 2007-12-19 1060000 PURCHASE AND RENOVATE HOMES 0 0 0 702720 1095000 92580 95053 73650 876692 2007 0 0 1 1 1020957 1272000 63663 75340 92634 916735 2007 0 0 1 1 221000 1097000 55321 32555 77950 926016 2007 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAUREN CRESPO FAMILY MEMBER OF NEAL SCHWEIFEL, ASST EXEC. DIRECTOR OF OPERATIONS 20963 PHYSICAL THERAPY 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 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.