2011-05-16T16:34:31-05:00 2010-06-30 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2009-07-01 237209731 Life's WORC inc LIFE 5167419000 1501 Franklin Avenue Garden City NY 11530 Janet Koch 5167419000 2011-05-16 1 FREDERICK H ROTHMAN 2128674000 2009 2016-02-24 21:20:13Z Janet Koch 1501 Franklin Avenue Garden City NY 11530 42627638 0 X www.lifesworc.org X 1972 NY LIFE'S WORC IS A PRIVATE, 501 (C) (3) NOT-FOR-PROFIT AGENCY PROVIDING COMPREHENSIVE SUPPORTS FOR SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES INCLUDING MENTAL RETARDATION AND AUTISM SPECTRUM DISORDERS. LIFE'S WORC IS COMMITTED TO PROVIDING SUPPORTS NECESSARY TO FACILITATE THE FULL INTEGRATION OF INDIVIDUALS IN THE COMMUNITIES IN WHICH THEY LIVE. 18 18 1086 70 29402 -2127 202311 178326 39067631 42264205 17823 16807 186872 40169 39474637 42499507 0 0 29306477 30699286 0 332097 9911746 10580228 39218223 41279514 256414 1219993 31026063 32274033 25134750 25162727 5891313 7111306 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 30497631 34009082 Life's WORC provides residential supports 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 supports and sevices consistent with the needs of our individuals and NYS Office of Mental Retardation and Developmental Disabilities (OMRDD) regulatory standards. More than 85% of our annual recertification audits by NYS-OMRDD have resulted in zero deficiencies, which is representative of the quality services we provide. 1830783 2331400 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 supports for individuals who reside with their family and require assistance in the development of independent living skills. This program also received a citation free audit from NYS-OMRDD, representative of the quality services we provide. 2756714 3169670 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 Habilitaiton program. All six of our programs received zero deficiency audits by NYS-OMRDD, which is representative of the quality services we provide. 2310631 2754053 Life's WORC provides Medicaid Service Coordination to approximately 400 individuals throughout Queens, Nassau and Suffolk counties in NY. We also provide Respite and ABA services to over 200 families, including adults and children with mental retardation, autism and special needs. 2310631 2754053 37395759 1 1 0 0 0 0 0 1 0 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 1 285 0 1 1086 1 1 1 0 0 0 0 1 1 0 0 0 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X Janet Koch 5167419000 1501 Franklin Avenue Garden City NY 11530 Edward O'Donnell 1.00 X X 0 0 0 Vince Grucci 1.00 X X 0 0 0 Richard Ritacco 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 Donald W Barrick 1.00 X 0 0 0 Steven P Cavaluzzo 1.00 X 0 0 0 Thomas Daum 1.00 X 0 0 0 Dennis W Farrell 1.00 X 0 0 0 lawrence fleischman 1.00 X 0 0 0 edward m kelly 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 1.00 X 0 0 0 Frederick warren 1.00 X 0 0 0 Thomas werring 1.00 X 0 0 0 peter Smergut 40.00 X 328941 0 43025 Janet Koch 40.00 X 92458 0 11255 margaret Barry 40.00 X 92646 0 20918 NEAL SCHWEIFEL 40.00 X 169240 0 37745 MATTHEW P ZEBATTO 40.00 X 124297 0 33167 MARY RAFFERTY-CASTRO 40.00 X 123933 0 33069 MaryAnn Greco-Dombrowski 40.00 X 119878 0 32852 Laura Lovelock 40.00 X 118706 0 16420 1170099 0 228451 7 0 1 0 NEW LINK TRANSPORTATION 184-22 HILLBURN AVENUE St Albans NY 11412 transportation 547949 EBC Co 8 North Tyson Avenue Ste 1 Floral Park NY 11001 Construction 352301 Bryan schilling landscaping 327 51st street lindenhurst NY 11757 landscaping 158008 ASG & C iNC 318 mIDDLE COUNTRY ROAD RIDGE NY 11961 CONSTRUCTION 152526 ChemRX PO Box 1060 Long Beach NY 11561 Pharmacy 108810 5 5732 119243 53351 178326 Residential Svc. 623000 34421888 34421888 day habilitation svc. 623000 3169670 3169670 In-home svc. 623000 2331400 2331400 Case management svc. 623000 1351955 1351955 989292 989292 42264205 16807 16807 133660 119243 128131 5529 5529 IT Venture 900099 29402 29402 Miscellaneous 900099 5238 5238 34640 42499507 42264205 29402 27574 576638 168938 407700 22694080 20777621 1711045 205414 5029953 4527587 457966 44400 2398615 2159054 218388 21173 15274 15274 50000 50000 1759735 1715502 32904 11329 1554809 1411881 132897 10031 2066987 1883040 171104 12843 1488673 1442550 34364 11759 122747 114593 7518 636 1780011 1573240 205201 1570 344368 327290 12569 4509 miscellaneous 743075 639988 94654 8433 Food 654549 654475 74 41279514 37395759 3551658 332097 3316665 4053695 2642130 1925348 3977895 5233894 218165 129731 35631394 14825870 20745443 20805524 125765 125841 31026063 32274033 4294689 4881404 14661581 13728841 4723922 5024426 1454558 1528056 25134750 25162727 X 5891313 7111306 5891313 7111306 31026063 32274033 X 0 1 0 X 0 X 266122 261527 305762 202311 178326 1214048 29729481 32569626 35569135 39067631 42264205 179200078 29995603 32831153 35874897 39269942 42442531 180414126 0 0 0 180414126 81194 70875 50306 17823 16807 237005 81194 70875 50306 17823 16807 237005 10337 10337 317827 312125 193749 254440 138898 1217039 30394624 33214153 36118952 39552542 42598236 181878507 0.99190 0.99120 0.00130 0.00170 X Schedule A, Part II, Line 12, Explanation of Other Income: Miscellaneous special events RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 418122 156510 127667 446965 0 3371814 3371814 27397683 11334034 16063649 330505 50568 279937 2189448 1787122 402326 2341944 1654146 687798 20805524 Due to NYS OMRDD 778056 Reserve for Rate Adjustment 750000 1528056 42499507 41279514 1219993 0 1219993 42499507 0 42499507 0 42499507 41279514 0 41279514 0 41279514 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. Part X: Description of Uncertain Tax Positions Under FIN 48: Accounting for uncertainty in income taxes: Effective July 1, 2009, the organization adopted the provision pertaining to uncertain tax positions, ASC Topic 740, and has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. annual gala 141919 74514 67405 46986 23185 Annual golf and tennis outing 102165 44729 57436 42700 15260 244084 119243 124841 89686 38445 128131 -3290 X X X X X 0 0 0 0 0 0 0 1 0 peter Smergut 312192 0 13551 0 3198 0 28016 0 15009 0 371966 0 0 0 NEAL SCHWEIFEL 160885 0 6300 0 2055 0 22736 0 15009 0 206985 0 0 0 MATTHEW P ZEBATTO 113293 0 6300 0 4704 0 18158 0 15009 0 157464 0 0 0 MARY RAFFERTY-CASTRO 113528 0 6300 0 4105 0 18060 0 15009 0 157002 0 0 0 MaryAnn Greco-Dombrowski 113578 0 6300 0 0 0 17843 0 15009 0 152730 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 2004-07-04 5500000 purchase and renovate buildings 0 0 nEW yORK IDA 132906040 64971CW59 2004-04-01 265000 purchase and renovate homes 0 0 SUFFOLK COUNTY IDA 112584714 864768LZ7 2006-01-01 1697000 purchase and renovate homes 0 0 NEW YORK IDA 132906040 649710AE0 2006-04-01 920000 purchase and renovate homes 0 0 SUFFOLK COUNTY IDA 112584714 864768RC2 2007-11-07 1095000 purchase and renovate homes 0 0 55000000 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 1095000 92580 95053 73650 876692 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 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 864768QU3 2007-11-15 1272000 purchase and renovate homes 0 0 NASSAU COUNTY IDA 112559657 631657KR3 2007-12-19 1097000 purchase and renovate homes 0 0 SUFFOLK COUNTY IDA 112584714 864768LS3 2004-04-01 945000 Purchase and renovate homes 0 0 1272000 63663 75340 92634 916735 2007 0 0 1 1 1097000 55321 32555 77950 926016 2007 0 0 1 1 949206 89500 98374 94376 657634 2004 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 Neal Shweifel family relationship 18964 Independent contractor 0 Form 990, Part VI, Section B, line 11 The 990 is presented by the CEO and CFO to the finance committee of the board of directors and the 990 is reviewed at this time. The 990 is then presented to the entire Board of Directors by the finance committee. Form 990, Part VI, Section B, line 12c All board members, officers, key and highly compensated employees are required to annual 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 of interest exists, the affected member is asked to abstain from any votes in related issues. Form 990, Part VI, Section B, line 15a The Executive Director has a 5 year contract. The contract was developed by an independent accounting consulting firm who provided comparability data and reviewed it with the board of directors for approval. The contract was last renewed in 2007. 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 XI, 2c: The process has not changed from the prior year.