Nonprofit · EIN 16-0986298
LIFESPAN OF GREATER ROCHESTER INC
Tax-exempt · ROCHESTER, NY 14618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $19,492,420 | $18,749,962 | $742,458 | $14,948,496 | $4,406,872 | $10,541,624 |
| March 31, 2024 | 990 | $16,748,601 | $16,817,460 | -$68,859 | $11,885,546 | $4,211,490 | $7,674,056 |
| March 31, 2023 | 990 | $14,432,069 | $14,688,411 | -$256,342 | $10,724,421 | $3,549,292 | $7,175,129 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $2,311,316
- Program service revenue
- $16,947,951
- Investment income
- $112,389
- Net gain from sales of assets
- $17,458
- Net income from fundraising events
- $116,725
- Other revenue
- $120,764
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $459,812
- Other salaries and wages
- $8,235,780
- Salaries, compensation and benefits (total)
- $10,722,208
- Professional fundraising fees
- $0
- Occupancy
- $568,645
- Travel
- $199,919
- Depreciation
- $178,329
- Program services (functional)
- $16,328,153
- Management and general (functional)
- $2,143,050
- Fundraising (functional)
- $278,759
Balance sheet and other
- Total assets, start of year
- $11,885,546
- Total assets, end of year
- $14,948,496
- Total liabilities, end of year
- $4,406,872
- Net assets, end of year
- $10,541,624
- Land, buildings and equipment
- $257,686
- Publicly traded securities
- $1,933,996
- Net assets without donor restrictions
- $9,850,162
- Net assets with donor restrictions
- $691,462
- Gross receipts
- $19,751,414
- Employees
- 235
- Volunteers
- 659
- Year formed
- 1971
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANN MARIE COOK | PRESIDENT/CEO Officer | 36.5 | $178,965 | $31,899 |
| KARL HAGEN | CHIEF FINANCIAL OFFICER Officer | 36.5 | $120,826 | $8,015 |
| JODY ROWE | CHIEF OPERATING OFFICER Officer | 36.5 | $94,636 | $18,236 |
| LARON ROWE PHD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR ROBERT MCCANN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LORI JANSEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LIZ VEGA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DR MARIE AYDELOTTE | MEMBER Trustee or director | 1 | $0 | $0 |
| VITO CARACCIO | MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM CARROLL PHARMD | MEMBER Trustee or director | 1 | $0 | $0 |
| LUCIA CASTILLEJO MS | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN CLARK | MEMBER Trustee or director | 1 | $0 | $0 |
| BUZ CODE ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| CARMEN COLEMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| TERE DOMINAS | MEMBER Trustee or director | 1 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICKA ELLIOTT | MEMBER Trustee or director | 1 | $0 |
| JARRETT FELTON | MEMBER Trustee or director | 1 | $0 |
| JOHN FORNOF MPA | MEMBER Trustee or director | 1 | $0 |
| DR ANKIT GARG | MEMBER Trustee or director | 1 | $0 |
| TRACY GREENE | MEMBER Trustee or director | 1 | $0 |
| BOB HARTMAN | MEMBER Trustee or director | 1 | $0 |
| DR BRIAN HEPPARD MD CMD | MEMBER Trustee or director | 1 | $0 |
| MICHAEL KAUFMAN | MEMBER Trustee or director | 1 | $0 |
| CINDY LOVETRO | MEMBER Trustee or director | 1 | $0 |
| JOHN LYNCH JR | MEMBER Trustee or director | 1 | $0 |
| DAVID MACK | MEMBER Trustee or director | 1 | $0 |
| SUSAN POWELL BYRD | MEMBER Trustee or director | 1 | $0 |
| DR STEPHEN RYAN | MEMBER Trustee or director | 1 | $0 |
| ROBERTA VANWINKLE | MEMBER Trustee or director | 1 | $0 |
| MIGUEL VELAZQUEZ | MEMBER Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANN MARIE COOK | PRESIDENT/CEO Officer | 36.5 | $178,240 | $56,826 |
| KARL HAGEN | CHIEF FINANCIAL OFFICER Officer | 36.5 | $117,108 | $3,234 |
| JODY ROWE | CHIEF OPERATING OFFICER Officer | 36.5 | $91,809 | $28,162 |
| LARON ROWE PHD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR ROBERT MCCANN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LORI JANSEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LIZ VEGA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| VICKY HINES | EX-OFFICIO Trustee or director | 1 | $0 | $0 |
| LUCIA ACOSTA-CASTILLEJO MS | MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM CARROLL PHARMD | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN CLARK | MEMBER Trustee or director | 1 | $0 | $0 |
| BUZ CODE ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| TERE DOMINAS | MEMBER Trustee or director | 1 | $0 | $0 |
| ERICKA ELLIOTT | MEMBER Trustee or director | 1 | $0 | $0 |
| BEVERLY FAIR-BROOKS | MEMBER Trustee or director | 1 | $0 | $0 |
| JARRETT FELTON | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN FORNOF MPA | MEMBER Trustee or director | 1 | $0 | $0 |
| DR ANKIT GARG | MEMBER Trustee or director | 1 | $0 | $0 |
| TRACY GREENE | MEMBER Trustee or director | 1 | $0 | $0 |
| BOB HARTMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| DR BRIAN HEPPARD MD CMD | MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL KAUFMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| CINDY LOVETRO | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN LYNCH JR | MEMBER Trustee or director | 1 | $0 | $0 |
| PENNIE MCNULTY | MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN POWELL BYRD | MEMBER Trustee or director | 1 | $0 | $0 |
| DR STEPHEN RYAN | MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERTA VANWINKLE | MEMBER Trustee or director | 1 | $0 | $0 |
| MIGUEL VELAZQUEZ | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 35 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE MARIE COOK | PRESIDENT & CEO Officer | 36.5 | $176,732 |
| KARL HAGEN | CHIEF FINANCIAL OFFICER Officer | 36.5 | $99,240 |
| JODY ROWE | CHIEF OPERATING OFFICER Officer | 36.5 | $90,799 |
| MARK MCDERMOTT | EX-OFFICIO Trustee or director | 1 | $0 |
| CHRIS MARTUSEWICZ | TREASURER Trustee or director, Officer | 1 | $0 |
| JANE SHUKITIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| BUZ CODE | TRUSTEE EMERITUS Trustee or director | 1 | $0 |
| VICKY HINES | CHAIR Trustee or director, Officer | 1 | $0 |
| JIM CONDELLO | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| BEVERLY FAIR-BROOKS | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| DR BRIAN HEPPARD MD CMD | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| JOHN LYNCH JR | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| PENNIE MCNULTY | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| LUCIA ACOSTA-CASTILLEJO MS | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| MICHAEL KAUFMAN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| LISA POWERS ESQ | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| DR ROBERT MCCANN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| LARON ROWE | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| DR STEPHEN RYAN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| JAIME SOLEY | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| YVETTE TEHAN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| MICHAEL BURKE | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| TERE DOMINAS | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| DR RICK MACHEMER | TRUSTEE EMERITUS Trustee or director | 1 | $0 |
| PATTY PHILLIPS | TRUSTEE EMERITUS Trustee or director | 1 | $0 |
| ROBERTA VANWINKLE | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| CINDY LOVETRO | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| ART HIRST | TRUSTEE EMERITUS Trustee or director | 1 | $0 |
| JARRETT FELTON | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| BOB HARTMAN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| LORI JANSEN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| LIZ VEGA | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| WILLIAM CARROLL PHARMD | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| JOHN FORNOF MPA | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| SUSAN POWELL BYRD | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1900 SOUTH CLINTON AVE, ROCHESTER, NY 14618-5621
- Principal officer (990 for 2024)
- ANN MARIE COOK, 1900 SOUTH CLINTON AVENUE, ROCHESTER, NY 14618
- Signed the 990
- ANN MARIE COOK, PRESIDENT/CEO
- Phone
- (585) 244-8400
- Website
- WWW.LIFESPAN-ROCH.ORG
- Return prepared by
- LUMSDEN & MCCORMICK LLP
Mission
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.
Program accomplishments
- 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: 431Expenses $5,743,917 · revenue $5,894,843
- 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: 5,783Expenses $3,641,444 · revenue $2,173,177
- 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. NY CONNECTS IS TELEPHONE-BASED INFORMATION, GUIDANCE AND INTAKE FOR OLDER ADULTS WITH DISABILITIES OF ALL AGES AND CAREGIVERS. CLIENTS SERVED NY CONNECTS AND ELDERSOURCE: 12,833Expenses $1,666,468 · revenue $1,012,452
- Expenses $5,276,324 · revenue $7,867,479
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 16-0986298
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $14,948,496
- Income (IRS master file)
- $19,751,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $19,492,420 | $18,749,962 | $14,948,496 | XML |
| 990 | March 2024 | $16,748,601 | $16,817,460 | $11,885,546 | XML |
| 990 | March 2023 | $14,432,069 | $14,688,411 | $10,724,421 | XML |
| 990 | March 2022 | $14,510,334 | $12,811,051 | $9,941,084 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-0986298).
Questions about LIFESPAN OF GREATER ROCHESTER INC
- What is the EIN of LIFESPAN OF GREATER ROCHESTER INC?
- The employer identification number (EIN) of LIFESPAN OF GREATER ROCHESTER INC is 16-0986298.
- Is LIFESPAN OF GREATER ROCHESTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to LIFESPAN OF GREATER ROCHESTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFESPAN OF GREATER ROCHESTER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFESPAN OF GREATER ROCHESTER INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFESPAN OF GREATER ROCHESTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of LIFESPAN OF GREATER ROCHESTER INC?
- The 990 for the year ended March 31, 2025 names ANN MARIE COOK.
- Who are the officers and directors of LIFESPAN OF GREATER ROCHESTER INC?
- The 990 for the year ended March 31, 2025 lists 30 people; 3 received compensation from the organization, the highest $178,965 (ANN MARIE COOK, PRESIDENT/CEO).
- How much revenue does LIFESPAN OF GREATER ROCHESTER INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $19,492,420, expenses of $18,749,962 and total assets of $14,948,496 at year end.
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