2012-07-31T13:08:27-07:00 2011-12-31 990 2011-01-01 160844109 GENESEE REGION HOME CARE ASSOCIATION INC GENE 5852384366 165 Court Street Rochester NY 14647 Terrence Tehan 5852384366 2012-07-31 2011 2016-02-24 21:20:13Z Lifetime Care Patricia Heffernan 3111 Winton Road South Rochester NY 14623 91560976 0 X www.lifetimecare.org X 1960 NY Provide home health services 14 13 995 401 55760 54760 1174423 376385 75931112 83718775 252788 157578 103354 101771 77461677 84354509 0 0 0 0 43964079 48487715 0 0 19189 30945282 35277724 74909361 83765439 2552316 589070 42689268 45732477 19874867 23232955 22814401 22499522 Provide home health services 0 0 22648339 0 25025288 Home Health Care: Home Health Skilled Nursing and Related Services - Provides a coordinated program of nursing care to patients in their homes under the supervision of their private physicians. (176,592 Visits) 14048176 0 19960222 Hospice Care: Hospice Skilled Nursing Facility Services - Provides an organized program of Hospice Care to patients in nursing homes. (81,856 Days of Care) 718777 0 718777 Health Care Equipment & Supplies Provision: Equipment, Material/Management - Provides patients with necessary medical related equipment for homecare. (365 Days per year) 4696366 0 6998632 Home Health Care: Home Health Aides - Provides services in the home to persons who require trained medical services. (103,008 Visits) 11717427 0 13768230 Home Health Care: Certified Home Health Services - Provides for services in the home to persons requiring occupational, physical, and speech therapy, infusion drugs, ambulance service, neurorehab services, drugs and medical social work. (91,738 Visits) 3794536 0 5333755 Hospice Care: Hospice Home Care Services - Provides an organized program of Hospice care to patients in their homes under the supervision of their private physicians. (38,077 Days) 3366647 0 3452187 Hospice Care: Hospice Inpatient Services - Provides an organized program of Hospice care to patients who are receiving inpatient care. (3,239 Days of Care) 2332876 0 2332876 Patient & Family Support Programs, General/Other: Compassionet - Provides services to terminally ill children to pay for costs not covered by insurance. (423 Families Served) 5228855 0 6128808 Pharmacy: Provide drugs and pharmacy supplies to patients in their homes. 31136707 0 38014488 68551999 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 115 0 1 995 1 1 1 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X Terrence Tehan 5852384366 165 Court Street Rochester NY 14647 X Marilyn Dollinger 0 X 0 0 0 John Biemiller 0 X 0 0 0 Jordon Brown 0 X 0 0 0 David Klein 0.4 X X 0 5208428 293024 William A Johnson Jr 0 X 0 0 0 Mordecai Kolko 0 X 0 0 0 Jay Mahoney 0 X 0 0 0 Jagat Mehta MD 0 X 0 0 0 Leonard Redon 0 X 0 0 0 David Reh 0 X 0 0 0 Casper Sedgwick 0 X 0 0 0 Hank Stuart 0 X 0 0 0 Sy Zivan 0 X 0 0 0 Hilda Rosario-Escher 0 X 0 0 0 Patricia Heffernan 40 X 0 316057 37612 Margaret Cassady 40 X 0 279036 28087 Terrence Tehan 40 X 0 271137 46389 Barbara Giehl 40 X 134887 0 14227 Nancy Horn 40 X 126335 0 15070 James Wood 40 X 181961 0 1946 David Wastowicz 40 X 123114 0 15611 John Stephens 40 X 180175 0 15570 Suzanne Brown 40 X 0 122343 29823 746472 6197001 497359 7 1 1 0 Sibley Nursing Personnel SVC 3111 Winton Road South Rochester NY 14623 Nursing and Home Health Aides 669242 Interim Healthcare of New York 347 East Avenue Rochester NY 14604 Home Health Aides 244293 Lechase Construction 300 Trolley Boulevard Rochester NY 14606 Building Maintenance 336309 Misys Healthcare 8529 Six Forks Road Raleigh NC 27615 Computer Sytem Support 182682 Rural Metro Medical 177 University Avenue Rochester NY 14605 Home Health Aides 177907 6 0 0 49848 0 26378 300159 0 376385 Home Health Care Services 621610 83718775 83718775 0 0 0 0 0 0 83718775 105524 105524 0 0 0 0 0 0 0 0 0 0 170246 0 68475 0 101771 0 101771 46011 55760 0 7179174 0 7127120 0 52054 0 52054 52054 0 0 10872 49848 10872 0 0 0 0 84354509 83922364 55760 0 823362 823362 39175933 32309165 6861949 4819 5524253 4554285 969255 713 2964167 2444866 518933 368 210000 210000 179088 2995 176093 131503 131503 2027378 241459 1785919 390539 5070 385469 1964434 974036 977109 13289 377300 20483 356817 1541729 686820 854909 1583345 1427670 155675 72716 33555 39161 876628 577388 299240 107781 1708 106073 Bad Debt Expense 218729 218729 0 0 Education & Training 100500 55148 45352 0 Purchased Health Services 24766073 24766073 0 0 729981 22549 707432 83765439 68551999 15194251 19189 3950 3950 2864023 7751949 572047 50208 10353440 11328513 0 0 0 0 0 0 0 0 836754 801030 9689654 3104967 6300907 6584687 7368672 2859401 0 0 3308801 5109000 11080674 11243739 42689268 45732477 16394529 19953107 0 673020 775160 0 0 0 0 801639 454984 2005679 2049704 19874867 23232955 X 22026442 22499522 787959 0 0 0 22814401 22499522 42689268 45732477 X 589070 -903949 X 0 1 1 X 0 X 846872 632547 514705 1174423 376385 3544932 66902268 66098769 70539281 75931112 83718775 363190205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67749140 66731316 71053986 77105535 84095160 366735137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 366735137 532217 162761 -39911 252788 157578 1065433 0 25165 92354 70827 54760 243106 532217 187926 52443 323615 212338 1308539 0 0 0 0 0 0 0 0 0 0 0 0 68281357 66919242 71106429 77429150 84307498 368043676 0.99644 0.99580 0.00356 0.00420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10435 10435 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Dues paid to membership associations are partially used for the purpose of lobbying by those associations. 0 230000 230000 1769056 3361073 941337 4188792 0 706932 126933 579999 0 3622593 2036697 1585896 0 0 0 0 6584687 Due from Sibley Nursing Personnel 2496775 Due from Genesee Region Home Care of Ontario County, Inc. 8746964 11243739 0 Defined contribution pension obligation 350000 Due to Excellus Health Plan, Inc. 1699704 2049704 SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Company creates a model to address uncertainty in tax positions and clarifies the accounting for income taxes by prescribing a minimum recognition threshold which all income tax positions must achieve to meet before being recognized in the consolidated financial statements. The Company recognizes any interest and penalties related to unrecognized tax benefits within the income tax expense line in the accompanying statement of activities and changes in net assets. Accrued interest and penalties are included within the related tax liability line in the consolidated balance sheet. There were no interest and penalties recognized for 2011 or 2010. The Company does not anticipate significant increases or decreases in its uncertain tax positions within the next twelve months. Hospice Regatta 60720 49848 10872 0 3411 4449 10548 700 13332 0 0 60720 49848 10872 0 3411 4449 10548 700 13332 32440 -21568 X 1 1 X 0 1 1 0 1 1 1 0 0 David Klein 0 1040735 0 1359120 0 2808573 0 275564 0 17460 0 5501452 0 0 Patricia Heffernan 0 222233 0 86288 0 7536 0 25128 0 12485 0 353670 0 0 Margaret Cassady 0 231938 0 45414 0 1684 0 18446 0 9641 0 307123 0 0 Terrence Tehan 0 192541 0 75039 0 3557 0 28492 0 17897 0 317526 0 0 James Wood 177120 0 2402 0 2439 0 0 0 1946 0 183907 0 0 0 John Stephens 116329 0 62500 0 1346 0 0 0 15570 0 195745 0 0 0 Barbara Giehl 130597 0 3320 0 970 0 0 0 14227 0 149114 0 0 0 Nancy Horn 122675 0 3078 0 582 0 0 0 15070 0 141405 0 0 0 David Wastowicz 122870 0 0 0 244 0 0 0 15611 0 138725 0 0 0 Suzanne Brown 0 89473 0 30381 0 2489 0 9718 0 20105 0 152166 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a A portion of club dues were paid for the president and are included in taxable compensation. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 The CEO, President and CFO/COO participated in a supplemental non-qualified retirement plan of a related entity. No payments were made under the plan in the year. Additionally, D Klein from Part VII, Section A, Line 1a participated in an equity-based compensation arrangement of a related organization. No Payments from this arrangement were made during 2011. SchJ_P01_S00_L05 Schedule J, Part I, Line 5 Some officers and key employees participate in a company incentive program. Bonuses are established from the Board approved strategic operating plan of the company or related company. Performance against prescribed goals are utilized in deteriming incentive awards. SchJ_P01_S00_L06 Schedule J, Part I, Line 6 Some officers and key employees participated in a company incentive program. Bonuses are established from the Board approved strategic operating plan of the company or related company. Performance against prescribed goals are utilized in determining incentive awards. Sibley Nursing Personnel Service Inc Under Common Control 1549000 Management Fee and Purchased Health Services 0 Excellus Health Plan Inc Parent 24335000 Management Fees Purchased Health Services and Rental of Space 0 MedAmerica Insurance Company of New York Under Common Control 93000 Rental of Space 0 Genesee Region Home Care of Ontario County Inc Under Common Control 5857032 Purchased Health Services 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of the Form 990 was provided to the Board of Directors prior to filing allowing the opportunity for review. Any comments were analyzed and incorporated as applicable. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c All employees review the Code of Conduct at an annual mandatory training. Directors and above also complete an annual questionnaire to identify potential conflicts of interest. Any potential violations are investigated by compliance personnel and corrective measures are taken as appropriate. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Compensation of officers and key employees is established using compensation surveys and studies completed by Human Resources annually. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policies, and financial statements are available to the public upon request. F990_P07_S0A_L01b Form 990, Part VII, Section A, Line 1b David Klein is an Officer of several entities, some of which are listed in Schedule R. Genesee Region Home Care Association Inc is charged for 1% of his salary. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized Loss on investments is 185,990. Donation refund is 717,959. Lifetime Pharmacy LLC 165 Court Street Rochester NY 14647 264629835 Pharmacy NY 6318351 1492425 Genesee Region Home Care Association Inc Genesee Region Home Care of Ontario County Inc 165 Court Street Rochester NY 14647 223257719 Provide Home Health Services NY 501(c)(3) 509(a)(2) North Star Home Health Management Inc 0 Genesee Valley Group Health Association Inc 165 Court Street Rochester NY 14647 161005419 Provide Health Services NY 501(c)(3) 17(b)(1)(A)(iii) Excellus Health Plan Inc 0 Univera Community Health Inc 165 Court Street Rochester NY 14647 161500379 Health Insurer NY 501(c)(3) 509(a)(2) Excellus Health Plan Inc 0 Univera IPA LLC 165 Court Street Rochester NY 14647 454058523 Independent Practice Association NY N/A Excellus Health Plan Inc 165 Court Street Rochester NY 14647 150329043 Health Insurer NY N/A C North Star Home Health Management Inc 165 Court Street Rochester NY 14647 161548051 Holding Company NY N/A C Lifetime Healthcare Inc 165 Court Street Rochester NY 14647 161514675 Holding Company NY N/A C Excellus Acquisition Inc 165 Court Street Rochester NY 14647 061680689 Holding Company NY N/A C MedAmerica Inc 165 Court Street Rochester NY 14647 161581817 Holding Company NY N/A C Excellus Ventures Inc 165 Court Street Rochester NY 14647 161550984 Holding Company NY N/A C Upstate Professional Liability Corporation 165 Court Street Rochester NY 14647 141783968 Inactive NY N/A C Sibley Nursing Personnel Service Inc 165 Court Street Rochester NY 14647 161447472 Provide Home Health Services NY N/A C Support Services Alliance Inc 165 Court Street Rochester NY 14647 133033862 Benefit Plan Administrator NY N/A C Beacon Network Services Inc 165 Court Street Rochester NY 14647 141830065 Inactive NY N/A C EBS-RMSCO Inc 165 Court Street Rochester NY 14647 161171765 Third Party Administrator NY N/A C 344 South Warren Street Corporation 165 Court Street Rochester NY 14647 010718849 Real Estate Holding Company NY N/A C MedAmerica Insurance Company of New York 165 Court Street Rochester NY 14647 161310986 Long Term Care Insurance NY N/A C MedAmerica Insurance Company 165 Court Street Rochester NY 14647 340977231 Long Term Care Insurance PA N/A C MedAmerica Insurance Company of Florida 165 Court Street Rochester NY 14647 141993330 Long Term Care Insurance FL N/A C Excellus Insurance Agency Inc 165 Court Street Rochester NY 14647 161588653 Insurance Agency NY N/A C MIG Assurance 165 Court Street Rochester NY 14647 980210843 Long Term Care Insurer CJ N/A C Charles A Walker 165 Court Street Rochester NY 14647 150483335 Broker NY N/A C EBS-RMSCO Insurance Agency Inc 165 Court Street Rochester NY 14647 161611043 Inactive NY N/A C Human Care Consortium I Inc 165 Court Street Rochester NY 14647 454039701 Inactive NY N/A C Human Care Consortium II Inc 165 Court Street Rochester NY 14647 454039630 Inactive NY N/A C 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0