2011-11-15T13:45:11-06:00 2010-12-31 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 990 2010-01-01 222221158 LIFETIME ASSISTANCE INC LIFE 5854264120 425 PAUL ROAD ROCHESTER NY 14624 KEVIN JUDGE 5854264120 2011-11-15 1 CHRISTOPHER HARRIS 5853811000 2010 2016-02-24 21:20:13Z JAMES BRANCIFORTE 425 PAUL ROAD ROCHESTER NY 14624 60009909 0 X WWW.LIFETIMEASSISTANCE.ORG X 1978 NY THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES. 16 16 1926 450 0 0 110903 623509 56665662 59371370 13 0 14908 15030 56791486 60009909 0 0 0 0 41189292 45549639 0 0 0 12612564 12594715 53801856 58144354 2989630 1865555 29069033 35274928 17853205 20903374 11215828 14371554 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 28137281 30316799 THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR 421 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE. 8732185 9322166 INTERMEDIATE CARE FACILITIES HOUSE 61 ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS PROVIDING 24 HOUR CARING AND PROGRAMMING DESIGNED TO INCREASE INDEPENDENCE. 12372673 13832717 DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO 440 ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS. 3232591 3554189 VOCATIONAL TRAINING 2052710 2360529 SERVICE COORDINATION 5285301 5914718 54527440 1 1 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 49 0 1 1926 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 PAMELA BROWN 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 272213 0 72725 JORDON BROWN 40.00 X 160653 0 34116 LOU KATZ 40.00 X 163777 0 17533 KEVIN JUDGE 40.00 X 159697 0 34200 ERNEST HAYWOOD 40.00 X 116416 0 23832 RONALD PIKULSKI 40.00 X 100230 0 16186 972986 0 198592 6 0 1 0 HISCOCK & BARCLAY LLP 2000 HSBC PLAZA 100 CHESTNUT ST ROCHESTER NY 14604 LEGAL SERVICES 129667 BIG PATS CARPET CLEANING 132 RAHWAY ROAD ROCHESTER NY 14606 CUSTODIAL SERVICES 108113 2 62168 412891 148450 623509 MEDICAID 900099 49523816 49523816 GOVERNMENT CONTRACTS 900099 4656364 4656364 PARTICIPANT FEES 900099 3539983 3539983 OTHER 900099 847038 847038 CONTRACT INCOME 900099 804169 804169 59371370 OTHER 900099 15030 15030 15030 60009909 59386400 0 0 945161 28192 916969 31667074 30434947 1232127 1950571 1841090 109481 8748701 8522626 226075 2238132 2096892 141240 199881 25804 174077 521507 521482 25 69520 24499 45021 1003871 785103 218768 1696858 1594100 102758 1505767 1481905 23862 734542 722000 12542 2121706 2026690 95016 259867 226256 33611 OTHER 1354725 1162576 192149 FOOD 1195610 1192626 2984 REPAIRS AND MAINTENANCE 1022298 993718 28580 CONTRACTED SERVICE 908563 846934 61629 58144354 54527440 3616914 0 22648 22098 5252970 11047302 4177698 4972043 1066915 754493 2216 144040 40033363 22974884 17525697 17058479 1020889 1276473 29069033 35274928 5187712 9565401 615887 2653201 9748219 8606213 2301387 78559 17853205 20903374 X 10351311 13544903 864517 826651 11215828 14371554 29069033 35274928 X 1865555 1290171 X 0 1 1 X 0 X 181241 234399 247260 110903 713840 1487643 48854991 50300315 54629390 56665662 59706074 270156432 49036232 50534714 54876650 56776565 60419914 271644075 0 0 0 271644075 228 161 96 13 498 228 161 96 13 498 14663 13828 13828 14908 15030 72257 49051123 50548703 54890574 56791486 60434944 271716830 0.99970 0.99970 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1341672 1341672 25942327 12770488 13171839 56892 11612 45280 12692472 10192784 2499688 17058479 INTEREST RATE SWAP LIABILITY 78559 78559 60009909 58144354 1865555 6292 -411787 1695666 1290171 3155726 60009909 0 60009909 0 60009909 58144354 0 58144354 0 58144354 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATIONS THAT COMPRISE LIFETIME ARE NOT-FOR-PROFIT CORPORATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES AS ORGANIZATIONS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO CLASSIFIED THE ORGANIZATIONS AS ENTITIES THAT ARE NOT PRIVATE FOUNDATIONS. AT DECEMBER 31, 2010 AND 2009, 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 THROUGH 2006 PART XI, LINE 8 - OTHER ADJUSTMENTS: RATE APPEAL SETTLEMENTS 1,695,666. X X X X X 0 1 0 0 0 0 0 0 0 JAMES BRANCIFORTE 236695 0 31500 0 4018 0 53257 0 19468 0 344938 0 0 0 JORDON BROWN 153400 0 6500 0 753 0 15476 0 18640 0 194769 0 0 0 LOU KATZ 155923 0 6500 0 1354 0 16295 0 1238 0 181310 0 0 0 KEVIN JUDGE 152473 0 6500 0 724 0 14660 0 19540 0 193897 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 A COMPENSATION SPECIALIST CONSULTING FIRM WAS ENGAGED IN 2008 TO REVIEW THE CEO'S COMPENSATION PACKAGE AND REVIEW COMPARABLE SALARIES AND COMPENSATION PACKAGES IN THE REGION AND IN LIKE ORGANIZATIONS OF SIMILAR SIZE. THE EXECUTIVE COMMITTEE OF THE BOD MEETS TO REVIEW THE CEO'S PERFORMANCE APPRAISAL ANNUALLY, DETERMINE THE APPROPRIATE COMPENSATION PACKAGE FOR THE CEO BASED ON THAT APPRAISAL AND MARKET CONDITIONS, AND DOCUMENTS THIS. IN 2008, AN ANALYSIS WAS CONDUCTED BY AN INDEPENDENT OUTSIDE COMPENSATION SPECIALIST CONSULTING FIRM TO REVIEW SALARIES AT LIKE AGENCIES FOR VICE PRESIDENT POSITIONS AND CFO POSITION. THESE WERE UTILIZED IN DETERMINING ANNUAL INCREASES AND ULTIMATE COMPENSATION FOR THESE POSITIONS AT LAI. THESE ARE REVIEWED AND UPDATED BY THE CFO/PRESIDENT ANNUALLY. 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: 6,292. PRIOR PERIOD ADJUSTMENTS: -411,787. RATE APPEAL SETTLEMENTS 1,695,666. TOTAL TO FORM 990, PART XI, LINE 5: 1,290,171. 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 0 0 0 0 1 1 0