2012-05-14T20:04:43-05:00 2011-06-30 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2010-07-01 237209731 LIFE'S WORC INC LIFE 5167419000 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 JANET KOCH 5167419000 2012-05-10 1 FREDERICK H ROTHMAN 2128674000 2010 2016-02-24 21:20:13Z JANET KOCH 1501 FRANKLIN AVENUE GARDEN CITY NY 11530 43556898 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 1070 70 0 0 178326 286913 42264205 43158547 16807 16794 40169 -9841 42499507 43452413 178326 0 0 0 30699286 32012250 0 0 375857 10580228 10931893 41457840 42944143 1041667 508270 32274033 32253981 25162727 24634405 7111306 7619576 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 31762093 35219319 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. 2002625 2372117 LIFE'S WORC PROVIDES AT HOME RESIDENTIAL HABILITATION (AHRH) SERVICES TO APPROXIMATELY 120 CHILDREN AND ADULTS THROUGHOUT QUEENS, NASSAU AND SUFFOLK COUNTIES IN NY. AHRH IS DESIGNED TO PROVIDE SUPPORT FOR INDIVIDUALS WHO RESIDE WITH THEIR FAMILY AND REQUIRE ASSISTANCE IN THE DEVELOPMENT OF INDEPENDENT LIVING SKILLS. 3039210 3198734 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. 2422311 2368377 OTHER SERVICES 2422311 2368377 39226239 1 1 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 0 0 1 227 0 1 1070 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 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 SHNEPS-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 SMERGUT 40.00 X 328471 0 67357 JANET KOCH 40.00 X 167358 0 30628 NEAL SCHWEIFEL 40.00 X 170909 0 38371 MATTHEW P ZEBATTO 40.00 X 125398 0 36221 MARY RAFFERTY-CASTRO 40.00 X 142672 0 24458 MARYANN GRECO-DOMBROWSKI 40.00 X 125058 0 36233 LAURA LOVELOCK 40.00 X 124358 0 19249 ANNA TRENT 40.00 X 120295 0 19275 1304519 0 271792 9 0 1 0 NEW LINK TRANSPORTATION CORP 184-22 HILLBURN AVENUE ST ALBANS NY 11412 TRANSPORTATION PROVIDER 398742 MIRACLE MAIDS INC 2285 BELLMORE AVE BELLMORE NY 11710 HOUSEKEEPING SERVICES 204340 EBC CO 8 NORTH TYSON AVENUE STE 1 FLORAL PARK NY 11001 CONSTRUCTION 154900 BRYAN SCHILLING LANDSCAPING 327 51ST STREET LINDENHURST NY 11757 LANDSCAPING 149305 4 3670 155507 127736 286913 RESIDENTIAL SVC. 623000 35219319 35219319 DAY HABILITATION SVC. 623000 3198734 3198734 IN-HOME SVC. 623000 2372117 2372117 CASE MANAGEMENT SVC. 623000 1192844 1192844 1175533 1175533 43158547 16794 16794 83600 155507 104485 -20885 -20885 MISCELLANEOUS 900099 11044 11044 11044 43452413 43158547 0 6953 742880 208133 534747 23638938 22206512 1219705 212721 673458 598120 53217 22121 4505204 4223926 257535 23743 2451770 2248167 182358 21245 22231 22231 130110 130110 1963465 1688573 243483 31409 1530863 1338237 175055 17571 1292013 1100428 173396 18189 1425636 1380226 35579 9831 145659 126534 17669 1456 857011 856211 800 1819434 1681304 135971 2159 349206 328737 13969 6500 FOOD 670050 670004 46 726215 571127 146176 8912 42944143 39226239 3342047 375857 4053695 6843950 1925348 1797226 5233894 3912765 129731 157265 36129978 16708569 20805524 19421409 125841 121366 32274033 32253981 4881404 5663453 13728841 12791654 5024426 4504721 1528056 1674577 25162727 24634405 X 7111306 7619576 7111306 7619576 32274033 32253981 508270 0 X X 0 1 1 X 0 X 261527 305762 202311 178326 286913 1234839 32569626 35569135 39067631 42264205 43158547 192629144 32831153 35874897 39269942 42442531 43445460 193863983 0 0 0 193863983 70875 50306 17823 16807 16794 172605 70875 50306 17823 16807 16794 172605 5792 26377 18439 5529 56137 156773 20292 145791 5238 11044 339138 33064593 35971872 39451995 42470105 43473298 194431863 0.99710 0.99400 0.00090 0.00240 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1 446965 66354 57703 455616 0 3371814 3371814 27743608 12819055 14924553 330505 68407 262098 2266185 1982813 283372 2417866 1838294 579572 19421409 DUE TO NYS OPWDD 924577 RESERVE FOR RATE ADJUSTMENT 750000 1674577 43452413 42944143 508270 0 508270 43452413 0 43452413 0 43452413 42944143 0 42944143 0 42944143 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, 2008 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. ANNUAL GALA 138279 87866 50413 46336 19461 ANNUAL GOLF & TENNIS OUTING 93491 67641 25850 25505 12538 231770 155507 76263 71841 31999 103840 -27577 X X X X X 0 0 0 0 0 0 0 1 0 PETER SMERGUT 317000 0 9282 0 2189 0 27729 0 39628 0 395828 0 0 0 JANET KOCH 164300 0 3058 0 0 0 12500 0 18128 0 197986 0 0 0 NEAL SCHWEIFEL 161710 0 7558 0 1641 0 22743 0 15628 0 209280 0 0 0 MATTHEW P ZEBATTO 113300 0 7558 0 4540 0 18093 0 18128 0 161619 0 0 0 MARY RAFFERTY-CASTRO 113300 0 24558 0 4814 0 6330 0 18128 0 167130 0 0 0 MARYANN GRECO-DOMBROWSKI 113300 0 11758 0 0 0 18105 0 18128 0 161291 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 5500000 445485 137500 232960 5364384 2004 0 0 1 1 266198 23500 27513 1888 392032 2004 0 0 1 1 1697000 82000 49677 85064 1485146 2005 0 0 1 1 925949 62003 100828 32494 696568 2006 0 0 1 1 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 1095000 92580 95053 73650 876692 2007 0 0 1 1 1272000 63663 75340 92634 916735 2007 0 0 1 1 1097000 55321 32555 77950 926016 2007 0 0 1 1 LAUREN CRESPO FAMILY MEMBER OF NEAL SCHWEIFEL, ASST EXEC. DIRECTOR OF OPERATIONS 18948 PHYSICAL THERAPY 0 ARLENE ZEBATTO FAMILY MEMBER OF MATTHEW P. ZEBATTO, ASST EXEC. DIRECTOR OF FUNDRAISING 24674 OFFICE WORKER 0 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. IT IS THEN FILED WITH THE IRS. 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 THE ORGANIZATION FILE THEIR FINANCIAL STATEMENTS ON THE MUNICIPALITY REPORTING SYSTEM - EMMA, WHICH IS AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE AT THE REQUEST OF POTENITAL AND EXISTING PARTNERS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.