2024-02-13T14:47:28-06:00 2023-03-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-04-01 160986298 LIFESPAN OF GREATER ROCHESTER INC LIFE 5852448400 1900 SOUTH CLINTON AVE ROCHESTER NY 14618 ANN MARIE COOK CEO / PRESIDENT 5852448400 2024-02-12 1 ANN MARIE COOK 999009999 0 NANCY J SNYDER P01340545 5853811000 2024-02-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN MARIE COOK 1900 SOUTH CLINTON AVE ROCHESTER NY 14618 14462439 0 X WWW.LIFESPAN-ROCH.ORG X 1971 NY LIFESPAN IS THE ONLY COMPREHENSIVE AGENCY IN THE COMMUNITY WHOSE SOLE MISSION IS TO HELP OLDER ADULTS TAKE ON BOTH THE CHALLENGES AND OPPORTUNITIES OF LONGER LIFE. WE ACHIEVE THIS BY PROVIDING A CONTINUUM OF DIRECT SERVICES, ADVOCACY, GUIDANCE, PROFESSIONAL TRAINING AND COMMUNITY EDUCATION. 29 29 215 715 0 0 13928177 13618548 408229 422505 73573 107513 100355 283503 14510334 14432069 0 0 0 0 7544936 8822918 0 0 230481 5266115 5865493 12811051 14688411 1699283 -256342 9941084 10724421 2064652 3549292 7876432 7175129 X LIFESPAN IS THE ONLY COMPREHENSIVE AGENCY IN THE COMMUNITY WHOSE SOLE MISSION IS TO HELP OLDER ADULTS TAKE ON BOTH THE CHALLENGES AND OPPORTUNITIES OF LONGER LIFE. WE ACHIEVE THIS BY PROVIDING A CONTINUUM OF DIRECT SERVICES, ADVOCACY, GUIDANCE, PROFESSIONAL TRAINING AND COMMUNITY EDUCATION. 0 0 3726343 1045 UPEAC- ELDER ABUSE CENTER- PROVIDE INTERVENTION SERVICES IN MONROE AND 9 OTHER COUNTIES INCLUDING GENESEE, LIVINGSTON, ONTARIO, ORLEANS, SENECA, SCHUYLER, WAYNE, WYOMING, AND YATES. CLIENTS SERVED: 384 2582681 401773 CAREGIVER/CAREGIVER RESPITE- SERVICES FOR PEOPLE WITH ALZHEIMER'S/DEMENTIA AND THEIR CAREGIVERS INCLUDING CARE COORDINATION, HEALTH CARE COORDINATION, FAMILY CONSULTATION, EDUCATION & TRAINING, PLANNING, RESPITE SERVICES, SUPPORT GROUPS, AND HEALTH & WELLNESS PROGRAMMING, CLIENTS SERVED: 1,095 1372476 ELDERSOURCE AND NY CONNECTS-INFORMATION, ELDERSOURCE-IS GUIDANCE AND IN-HOME ASSESSMENT TO ASSIST WITH CONNECTIONS TO AGING SERVICES AND SUPPORTS FOR MONROE COUNTY RESIDENTS AGE 60+, PERSONS WITH DISABILITIES, AND CAREGIVERS OF ANY AGE. CLIENTS SERVED ELDERSOURCE: 1779. NY CONNECTS IS TELEPHONE - BASED INFORMATION, GUIDANCE AND INTAKE FOR OLDER ADULTS, PERSONS WITH DISABILITIES OF ALL AGES AND CAREGIVERS. CLIENTS SERVED NY CONNECTS: 14,017. 4928324 110262 MULTI-PURPOSE AGING RESOURCE CENTERS FINANCIAL SERVICES 4928324 110262 12609824 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 168 0 215 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X MR KARL HAGEN 5852448400 1900 SOUTH CLINTON AVE ROCHESTER NY 14618 MARK MCDERMOTT EX-OFFICIO 1.00 1.00 X 0 0 0 CHRIS MARTUSEWICZ TREASURER 1.00 1.00 X X 0 0 0 JANE SHUKITIS SECRETARY 1.00 1.00 X X 0 0 0 BUZ CODE TRUSTEE EMERITUS 1.00 1.00 X 0 0 0 VICKY HINES CHAIR 1.00 1.00 X X 0 0 0 JIM CONDELLO BOARD OF DIRECTORS 1.00 X 0 0 0 BEVERLY FAIR-BROOKS BOARD OF DIRECTORS 1.00 X 0 0 0 DR BRIAN HEPPARD MD CMD BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN LYNCH JR BOARD OF DIRECTORS 1.00 X 0 0 0 PENNIE MCNULTY BOARD OF DIRECTORS 1.00 X 0 0 0 LUCIA ACOSTA-CASTILLEJO MS BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL KAUFMAN BOARD OF DIRECTORS 1.00 X 0 0 0 LISA POWERS ESQ BOARD OF DIRECTORS 1.00 X 0 0 0 DR ROBERT MCCANN BOARD OF DIRECTORS 1.00 X 0 0 0 LARON ROWE VICE-CHAIR 1.00 1.00 X X 0 0 0 DR STEPHEN RYAN BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 JAIME SOLEY BOARD OF DIRECTORS 1.00 X 0 0 0 YVETTE TEHAN BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL BURKE BOARD OF DIRECTORS 1.00 X 0 0 0 TERE DOMINAS BOARD OF DIRECTORS 1.00 X 0 0 0 DR RICK MACHEMER TRUSTEE EMERITUS 1.00 X 0 0 0 PATTY PHILLIPS TRUSTEE EMERITUS 1.00 X 0 0 0 ROBERTA VANWINKLE BOARD OF DIRECTORS 1.00 X 0 0 0 CINDY LOVETRO BOARD OF DIRECTORS 1.00 X 0 0 0 ART HIRST TRUSTEE EMERITUS 1.00 X 0 0 0 JARRETT FELTON BOARD OF DIRECTORS 1.00 X 0 0 0 BOB HARTMAN BOARD OF DIRECTORS 1.00 X 0 0 0 LORI JANSEN BOARD OF DIRECTORS 1.00 X 0 0 0 LIZ VEGA BOARD OF DIRECTORS 1.00 X 0 0 0 WILLIAM CARROLL PHARMD BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN FORNOF MPA BOARD OF DIRECTORS 1.00 X 0 0 0 SUSAN POWELL BYRD BOARD OF DIRECTORS 1.00 X 0 0 0 ANNE MARIE COOK PRESIDENT & CEO 36.50 1.00 X 176732 0 0 KARL HAGEN CHIEF FINANCIAL OFFICER 36.50 1.00 X 99240 0 0 JODY ROWE CHIEF OPERATING OFFICER 36.50 1.00 X 90799 0 0 366771 0 0 1 0 1 0 CHRISTOPHER COMMUNICATIONS 271 MULBERRY ST ROCHESTER NY 14620 PUBLIC RELATIONS & MARKETING 170216 1 585000 10378447 2655101 14454 13618548 PROGRAM REVENUE 900099 422505 422505 422505 107513 107513 223298 30370 192928 192928 MISCELLANEOUS INCOME 900099 90575 90575 90575 14432069 513080 0 300441 X 366771 99636 258298 8837 8456147 7417279 952697 86171 4286 24 4262 16518 13417 3101 44000 44000 3709150 3582785 124092 2273 73703 42244 16205 15254 95627 72664 20622 2341 80726 67937 12031 758 535848 436519 91323 8006 159788 154573 4729 486 80500 76902 3259 339 4985 4985 188998 62196 126802 73940 44267 29110 563 OTHER 643023 385703 152267 105053 CLIENT EXPENSE 154401 153678 323 400 14688411 12609824 1848106 230481 1141942 363599 2879791 213931 4185488 27411 52852 2072260 1514029 613858 558231 2630065 2442683 2434086 3121568 9941084 10724421 1370276 1741448 694376 895329 0 912515 2064652 3549292 X 7098624 6520247 777808 654882 7876432 7175129 9941084 10724421 X -256342 -274961 -170000 X 0 1 X 1 1 1 X 10417265 10655870 10346162 12365911 13618548 57403756 10417265 10655870 10346162 12365911 13618548 57403756 57403756 24776 127926 29871 73573 107513 363659 325688 375325 29871 73573 107513 911970 58679385 1942018 0.97830 0.97610 X 0 1 0 0 0 0 0 0 1 25000 25000 0 PART II-B, LINE 1: DIRECT RESEARCH AND ANALYSIS OF STATE AND LOCAL LEGISLATION AND POLICY RELATING TO HEALTH CARE, ELDER ADVOCACY RELATED TO LONG TERM CARE, ELDER ABUSE PREVENTION AND TRANSPORTATION FOR THE ELDERLY. WORK WITH NEW YORK STATE COALITION ON AGING TO DEVELOP AND IMPLEMENT APPROPRIATE STRATEGIES TO ADVOCATE FOR THE ELDERLY IN THE PREVIOUSLY DESCRIBED INTEREST AREAS. 886887 543960 342927 780915 596442 184473 404458 373627 30831 558231 BENEFICIAL INTEREST IN NET ASSETS OF DEV. FUND 1607692 INVESTMENT IN JOINT VENTURE 196839 DUE FROM AFFILIATES 409563 RIGHT-OF-USE-ASSET,OPERATING LEASE 907474 3121568 OPERATING LEASE LIABILITY ,CURRENT 340675 OPERATING LEASE LIABILITY , NET OF CURRENT PORTION 571840 912515 CELEBRATION OF AGING 223298 0 223298 30370 223298 223298 30370 30370 192928 X X X 0 0 0 0 0 0 0 0 0 ANNE MARIE COOK PRESIDENT & CEO 135128 0 0 0 41604 0 0 0 0 0 176732 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE AND, UPON APPROVAL, IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS REVIEWED ANNUALLY WITH THE BOARD OF DIRECTORS. IF THERE IS A CONFLICT, IT IS BROUGHT TO THE BOARD CHAIR'S ATTENTION FOR FURTHER ACTION, IF REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE REVIEW THE CEO/PRESIDENT'S SALARY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,582,785. MANAGEMENT AND GENERAL EXPENSES 124,092. FUNDRAISING EXPENSES 2,273. TOTAL EXPENSES 3,709,150. FORM 990, PART XI, LINE 9: EQUITY IN RESULTS OF JOINT VENTURE 27,802. BENEFICIAL INTEREST IN NET ASSETS OF DEVELOPMENT FUND -197,802. LIFESPAN DEVELOPMENT FUND 1900 SOUTH CLINTON AVE ROCHESTER NY 14618 161403060 THE EXCLUSIVE SUPPORT AND BENEFIT OF LIFESPAN OF GREATER ROCHESTER, INC. NY 501(C)(3) 11 LIFESPAN OF GREATER ROCHESTER INC 0 FUTURE CARE PLANNING SERVICE 1900 SOUTH CLINTON AVE ROCHESTER NY 14618 300100262 PLANNING FOR FUTURE CARE NEEDS NY N/A RELATED 27801 196839 0 1 0.33000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0