2024-10-25T11:30:32-05:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 133530656 DISABLED AND ALONELIFE SERVICES FOR THE HANDICAPPED DISA 2125326740 1441 BROADWAY 6TH FLOOR PMB 6135 NEW YORK NY 10018 LEE A ACKERMAN EXECUTIVE DIRECTOR 2125326740 2024-10-21 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z ACT FOR LIFE SERVICES LEE A ACKERMAN 1441 BROADWAY 6TH FLOOR PMB 6135 NEW YORK NY 10018 1249665 0 X WWW.ACTFORLIFESERVICES.ORG X 1988 NY ADVOCACY, COMPREHENSIVE PLANNING AND TRUST SERVICES FOR INDIVIDUALS WITH DISABILITIES. 8 7 5 8 0 0 621307 280965 618155 698693 495 80822 39364 1830 1279321 1062310 0 0 0 0 387417 426770 0 0 30162 508791 624766 896208 1051536 383113 10774 15157836 16888067 14186754 15859733 971082 1028334 ACT FOR LIFE SERVICES BELIEVES THAT NO PERSON SHOULD HAVE TO LIVE THEIR LIFE IN LONELINESS AND ISOLATION BECAUSE OF A DISABILITY. WE HELP TO PROVIDE A SECURE FUTURE TO PEOPLE WITH PHYSICAL, MEDICAL, OR INTELLECTUAL DISABILITIES. 0 0 544296 586301 TRUST SERVICES - FOR INDIVIDUALS WITH SPECIAL NEEDS TRUSTS, PROVIDED ESSENTIAL ITEMS ALONG WITH SUPPORT AND ADVOCACY SERVICES TO DISABLED INDIVIDUALS IN ACCORDANCE WITH THEIR OR THEIR FAMILIES' INSTRUCTIONS. PROVIDED "EXTRAS" OTHERWISE NOT PROVIDED BY GOVERNMENT ENTITLEMENT BENEFITS. 343110 114222 PLANNING AND ADVOCACY: PROVIDED ASSISTANCE TO FAMILIES CREATING LIFE PLANS FOR THEIR LOVED ONES WITH DISABILITIES, RECORDING AND COLLECTING VITAL, UNIQUE AND IRREPLACEABLE INFORMATION, BUDGETING FOR AND DEVELOPING FUTURE CARE PLANS. PROVIDED SUPPORT AND ADVOCACY SERVICES TO DISABLED INDIVIDUALS IN ACCORDANCE WITH THEIR SPECIAL NEEDS AND THE FAMILY'S OR THEIR INSTRUCTIONS. 45276 EDUCATION - PROVIDED SEMINARS, WORKSHOPS AND EXHIBITS. MET WITH, SPOKE WITH, AND/OR CORRESPONDED WITH FAMILIES WITH A DISABLED MEMBER ABOUT THEIR INDIVIDUAL SPECIAL NEEDS. 2984 2984 935666 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 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 0 0 0 0 1 24 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X LEE A ACKERMAN EXECUTIVE DIRECTOR 2125326740 1441 BROADWAY 6TH FLOOR PMB 6135 NEW YORK NY 10018 WILLIAM SHANNON TREASURER 1.00 X X 0 0 0 ALLEN ROSEN SECRETARY/ASSISTANT TREASURER 1.00 X X 0 0 0 CAROL FERRONE DIRECTOR 1.00 X 0 0 0 JOHN FOSTER DIRECTOR 1.00 X 0 0 0 KATHLEEN FRIEL DIRECTOR 1.00 X 0 0 0 MAX MAURO DIRECTOR 1.00 X 0 0 0 MIKE MACDONALD DIRECTOR 1.00 X 0 0 0 LEE A ACKERMAN EXECUTIVE DIRECTOR 40.00 X 192174 0 9609 EVERT CHRISTENSEN CHAIRPERSON 1.00 X 0 0 0 192174 0 9609 1 0 1 0 0 95895 185070 280965 CLIENT DIRECT SERVICE 812900 575900 575900 CLIENT TRUST FEES 561000 122793 122793 698693 32188 32188 235989 187355 48634 48634 48634 OTHER INCOME 900099 1830 1830 1830 1062310 700523 0 80822 X 201783 172849 18336 10598 173733 148821 15787 9125 8683 7438 789 456 14498 12419 1318 761 28073 24048 2551 1474 17394 7212 8909 1273 47440 19670 24299 3471 8775 8775 168774 168774 18711 16028 1700 983 6692 6023 669 43104 42810 186 108 10411 10411 13302 11395 1209 698 DIRECT CLIENT SERVICES 276647 276647 MISC. 13516 11121 1180 1215 1051536 935666 85708 30162 28268 21478 820920 429762 100751 144541 35178 34402 989582 1101772 13183137 15156112 15157836 16888067 111651 178267 33223 24019 13992880 15613447 49000 44000 14186754 15859733 X 486403 417271 484679 611063 971082 1028334 15157836 16888067 10774 46478 0 X 0 1 X 1 0 X 159200 176991 179257 621307 280965 1417720 159200 176991 179257 621307 280965 1417720 549639 868081 1142 14504 13526 26413 32188 87773 39364 1830 41194 1546687 2709578 0.56130 0.52790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 13992880 1620567 15613447 1 X 484679 116624 35842 26082 611063 27961 474625 -6926 10981 484679 33057 2338 7434 27961 1217 34881 3041 33057 1217 1217 1.00000 0 0 0 INVESTMENTS - HELD IN TRUST 15156112 F 15156112 LINE OF CREDIT 44000 44000 1100013 46478 46478 1053535 8775 8775 1062310 1042761 0 1042761 8775 8775 1051536 PART IV, LINE 2B: LIFE SERVICES' INVESTMENTS INCLUDE TWO FUNDS HELD IN TRUST FOR THE CARE OF INDIVIDUALS WITH DISABILITIES: (1) LIFE SERVICES THIRD PARTY FUNDED TRUST FOR PEOPLE WITH DISABILITIES AND (2) LIFE SERVICES FIRST PARTY COMMUNITY TRUST II. A PRO RATA PERCENTAGE OF THE COSTS AND THE INCOME OF THE INVESTMENTS IS ALLOCATED TO PARTICIPANTS IN THE INVESTMENT POOLS, AND BENEFICIARY EXPENSES ARE PAID FROM EACH PARTICIPANT'S SHARE IN THE POOLS. FOR THE LIFE SERVICES THIRD PARTY FUNDED TRUST, UPON THE DEATH OF THE BENEFICIARY ALL OR PART OF THE PARTICIPANT'S INVESTMENT IS TRANSFERRED TO LIFE SERVICES AND RECOGNIZED AS SUPPORT WITHOUT DONOR RESTRICTIONS. SINCE ASSETS IN EACH PARTICIPANT'S INVESTMENT COULD BE EXPENDED ON THEIR BEHALF DURING THEIR LIFE, THE POTENTIAL REMAINDER RECEIVABLE TO LIFE SERVICES IS INDETERMINABLE. THEREFORE, THE ENTIRE AMOUNT IS SHOWN AS A LIABILITY TITLED FUNDS HELD IN TRUST FOR OTHERS IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. FOR MOST OF THE LIFE SERVICES FIRST PARTY COMMUNITY TRUST II PARTICIPANTS, UPON THEIR DEATH, ALL OF THE PARTICIPANT'S INVESTMENT IS RECOGNIZED AS SUPPORT WITH DONOR RESTRICTIONS AND MAY ONLY BE USED FOR THE BENEFIT OF OTHER BENEFICIARIES OF THE LIFE SERVICES COMMUNITY TRUST II. PART V, LINE 4: NET ASSETS WITH DONOR RESTRICTIONS CONSIST OF FUNDS THAT ARE RESTRICTED FOR USE IN THE FIRST PARTY COMMUNITY TRUST TO BENEFIT OTHER BENEFICIARIES. X 0 0 0 0 0 0 0 0 0 LEE A ACKERMAN EXECUTIVE DIRECTOR 182174 0 10000 0 0 0 9609 0 0 0 201783 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT 990 IS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING WITH A REQUEST FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C LIFE SERVICES REQUIRES ITS BOARD MEMBERS TO CONDUCT BUSINESS ACCORDING TO THE HIGHEST ETHICAL STANDARDS OF CONDUCT. BUSINESS DEALINGS THAT APPEAR TO CREATE CONFLICT BETWEEN THE INTERESTS OF LIFE SERVICES AND A BOARD MEMBER ARE UNACCEPTABLE. BOARD MEMBERS ANNUALLY SIGN CONFLICT OF INTEREST STATEMENTS THAT ARE REVIEWED BY THE EXECUTIVE DIRECTOR, WHO DISCLOSES ANY POSSIBLE CONFLICTS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN ASSESSES AND PREVENTS POTENTIAL CONFLICTS OF INTEREST FROM ARISING IF CONFLICTS OF INTEREST ARE DETERMINED TO EXIST. BOARD MEMBERS WITH SUCH POTENTIAL OR ACTUAL CONFLICTS OF INTEREST ARE BARRED FROM PARTICIPATING IN DELIBERATIONS AND/OR VOTING WITH REGARD TO AFFECTED TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT BOARD REVIEWS CURRENT PAY AND DETERMINES IF A COLA IS WARRANTED. AS THERE HAS BEEN NO TURNOVER IN THESE POSITIONS IN THE PAST 14-YEARS, THERE HAS BEEN NO RECENT WAGE COMPARISON STUDY CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES - CLIENT ADVOCATES: PROGRAM SERVICE EXPENSES 168,774. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,774.