2012-08-13T13:04:03-05:00 2011-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2011-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 KEVIN JUDGE 5854264120 2012-08-13 1 AIMEE JOZIC P01329472 5853811000 2011 2016-02-24 21:20:13Z JAMES BRANCIFORTE 425 PAUL ROAD ROCHESTER NY 14624 59106189 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 15 15 1917 314 0 0 453038 368537 59541841 58682132 0 325 15030 55195 60009909 59106189 0 0 0 0 45549639 45578367 0 0 0 12594715 12672533 58144354 58250900 1865555 855289 35274928 35236743 20903374 19447211 14371554 15789532 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 27652682 29453122 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 431 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 8514992 9217084 INTERMEDIATE CARE FACILITIES HOUSE 61 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARING AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 12754600 14144297 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 466 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 5525958 5923149 5525958 5923149 54448232 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 1 0 0 1 96 0 1 1917 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 1.00 X X 0 0 0 DONNA J LOWRY 1.00 X X 0 0 0 MARY SQUIRES 1.00 X X 0 0 0 CATHY HOUSTON-WILSON PHD 1.00 X X 0 0 0 VINCENT P MITRANO 1.00 X 0 0 0 RITA WAGNER 1.00 X 0 0 0 GERALD COX PHD 1.00 X 0 0 0 GEORGE L TODD 1.00 X 0 0 0 KATHRYN M WOOD PHD 1.00 X 0 0 0 KEVIN MAIER 1.00 X 0 0 0 ANNA KORUS 1.00 X 0 0 0 BARBARA A HAWES 1.00 X 0 0 0 LORI KLAFEHN 1.00 X 0 0 0 JULIEANN WARNER MD 1.00 X 0 0 0 VICTORIA LYN GRADY ESQ 1.00 X 0 0 0 JAMES BRANCIFORTE 40.00 X 261582 0 50175 JORDON BROWN 40.00 X 157666 0 33051 LOU KATZ 40.00 X 164562 0 13952 KEVIN JUDGE 40.00 X 156483 0 32734 ERNEST HAYWOOD 40.00 X 120208 0 29290 RONALD PIKULSKI 40.00 X 118189 0 24377 978690 0 183579 6 0 1 0 HISCOCK & BARCLAY LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 199632 BIG PATS CARPET CLEANING 132 RAHWAY ROAD ROCHESTER NY 14606 CUSTODIAL SERVICES 100330 2 42254 238552 87731 368537 MEDICAID 900099 48429594 48429594 GOVERNMENT CONTRACTS 900099 4679809 4679809 PARTICIPANT FEES 900099 3433052 3433052 OTHER 900099 1176434 1176434 CONTRACT INCOME 900099 963243 963243 58682132 325 325 OTHER 900099 55195 55195 55195 59106189 58737652 0 0 936759 29004 907755 31450999 29974347 1476652 1463405 1386617 76788 9538819 9216651 322168 2188385 2077925 110460 213271 14718 198553 45262 14428 30834 312954 186866 126088 1652380 1560600 91780 1714284 1688554 25730 660988 651207 9781 2184582 2085210 99372 233345 199336 34009 OTHER 2608087 2347293 260794 FOOD 1211180 1209090 2090 REPAIRS AND MAINTENANCE 1002881 981250 21631 CONTRACTED SERVICE 833319 825136 8183 58250900 54448232 3802668 0 22098 23054 11047302 13913512 4972043 2790828 754493 895554 144040 146065 40929925 24531543 17058479 16398382 1276473 1069348 35274928 35236743 9565401 8860442 2653201 2587340 8606213 7938690 78559 60739 20903374 19447211 X 13544903 15000747 826651 788785 14371554 15789532 35274928 35236743 X 855289 562689 X 0 1 1 X 0 X 234399 247260 110903 713840 368537 1674939 50300315 54629390 56665662 59706074 58682132 279983573 50534714 54876650 56776565 60419914 59050669 281658512 0 0 0 281658512 161 96 13 325 595 161 96 13 325 595 13828 13828 14908 15030 55195 112789 50548703 54890574 56791486 60434944 59106189 281771896 0.99960 0.99970 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1341672 1341672 26390267 13780810 12609457 53207 16318 36889 13144779 10734415 2410364 16398382 INTEREST RATE SWAP LIABILITY 60739 60739 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011 AND 2010, 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 2008. X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE 255800 0 1500 0 4282 0 33375 0 16800 0 311757 0 0 0 JORDON BROWN 154757 0 1500 0 1409 0 12217 0 20834 0 190717 0 0 0 LOU KATZ 160900 0 1500 0 2162 0 13034 0 918 0 178514 0 0 0 KEVIN JUDGE 154230 0 1500 0 753 0 11400 0 21334 0 189217 0 0 0 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 4. AN INDEPENDENT COMPENSATION SPECIALIST FIRM WAS ENGAGED TO PROVIDE COMPARABLE 2010/2011 COMPENSATION ANALYSIS FOR CEO AND KEY EMPLOYEE COMPENSATION. THE FIRMS REPORT PROVIDES AN ANALYSIS OF 2010/2011 COMPENSATION, TO COMPARABLE EXECUTIVES WITHIN THE SAME PROGRAM SERVICE SECTOR AND COMPARABLE GEOGRAPHIC AREA. FURTHER, THE COMPENSATION REPORT UTILIZES ADDITIONAL INDEPENDENT SURVEY SOURCES FOR 2010/2011, INCLUDING TOWERS WATSON, AND ERI. THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS, COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, CONTEMPERANEOUSLY 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 CONTEMPERANEOUSLY REVIEWED AND APPROVED BY LIFETIME ASSISTANCE PRESIDENT AND CEO, UTILIZING THE INDEPENDENT COMPENSATION REPORT FOR 2010/2011. 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 435 PAUL ROAD, ROCHESTER, NY 14624. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 17,820. PRIOR PERIOD ADJUSTMENTS: 92,360. RATE APPEAL SETTLEMENTS 452,509. TOTAL TO FORM 990, PART XI, LINE 5: 562,689. 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 1 0 1 1 0 1 1 0 LIFETIME COMMUNITY APARTMENTS INC P 101000 FAIR MARKET VALUE LIFETIME COMMUNITY LIVING INC P 125000 FAIR MARKET VALUE LIFETIME COMMUNITY HOMES INC P 44000 FAIR MARKET VALUE LIFETIME RESIDENCE CORPORATION INC P 67000 FAIR MARKET VALUE LIFETIME COMMUNITY SERVICES INC P 55000 FAIR MARKET VALUE