Totals
- Total revenue
- $20,762,491
- Total expenses
- $21,571,994
- Contributions and grants received
- $15,481,345
- Grants paid
- $0
- Program service revenue
- $5,266,383
- Investment income
- $14,763
- Other revenue
- $0
- Total assets, end of year
- $9,882,458
- Total liabilities, end of year
- $4,100,265
- Net assets or fund balances, end of year
- $5,782,193
- Program services expenses (Part IX)
- $19,665,177
- Management and general expenses
- $1,859,557
- Fundraising expenses
- $47,260
- Program service expenses (Part III)
- $19,665,177
Program services were 91.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$15,119,632
-
1f · All other contributions, gifts and grants
$361,713
-
2a · Program service revenue: OTHER GRANTS AND CONTRACTS
total $4,888,324 · related or exempt $4,888,324
-
2b · Program service revenue: PROGRAM INCOME
total $378,059 · related or exempt $378,059
-
3 · Investment income
total $14,763 · excluded $14,763
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $201,737 · management and general $169,432 · fundraising $32,305
-
7 · Other salaries and wages
total $6,499,911 · program services $5,932,849 · management and general $567,062
-
9 · Other employee benefits
total $1,191,311 · program services $1,144,532 · management and general $46,779
-
10 · Payroll taxes
total $761,840 · program services $672,869 · management and general $85,703 · fundraising $3,268
-
11b · Fees: legal
total $2,292 · management and general $2,292
-
11c · Fees: accounting
total $30,500 · management and general $30,500
-
11g · Fees: other
total $67,489 · management and general $67,489
-
12 · Advertising and promotion
total $76,334 · program services $46,689 · management and general $29,613 · fundraising $32
-
13 · Office expenses
total $149,548 · program services $41,147 · management and general $107,254 · fundraising $1,147
-
14 · Information technology
total $221,667 · management and general $221,667
-
16 · Occupancy
total $393,284 · program services $90,968 · management and general $302,316
-
17 · Travel
total $161,412 · program services $161,044 · management and general $97 · fundraising $271
-
19 · Conferences, conventions and meetings
total $24,477 · program services $15,841 · management and general $8,636
-
22 · Depreciation, depletion and amortization
total $82,961 · program services $30,871 · management and general $52,090
-
23 · Insurance
total $67,979 · management and general $67,979
-
24a · Other expenses: PURCHASED SERVICES
total $11,234,864 · program services $11,234,864
-
24b · Other expenses: OTHER PROGRAM EXPENSES
total $239,355 · program services $192,351 · management and general $36,767 · fundraising $10,237
-
24c · Other expenses: SMALL EQUIPMENT PURCHAS
total $53,219 · program services $19,852 · management and general $33,367
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $47,398 · program services $36,934 · management and general $10,464
-
24e · All other expenses
total $64,416 · program services $44,366 · management and general $20,050
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $61,807 · end of year $382,457
-
2 · Savings and temporary cash investments
beginning of year $4,372,252 · end of year $2,134,140
-
4 · Accounts receivable
beginning of year $3,298,201 · end of year $5,503,866
-
9 · Prepaid expenses and deferred charges
beginning of year $244,589 · end of year $220,230
-
10a · Land, buildings and equipment: cost or other basis
$865,182
-
10b · Land, buildings and equipment: accumulated depreciation
$610,485
-
10c · Land, buildings and equipment, net
beginning of year $278,421 · end of year $254,697
-
11 · Investments: publicly traded securities
beginning of year $287,146 · end of year $314,993
-
15 · Other assets
beginning of year $5,000 · end of year $1,072,075
-
17 · Accounts payable and accrued expenses
beginning of year $2,146,853 · end of year $2,690,169
-
19 · Deferred revenue
beginning of year $152,251 · end of year $353,704
-
25 · Other liabilities
beginning of year $0 · end of year $1,056,392
-
27 · Net assets without donor restrictions
beginning of year $5,466,310 · end of year $4,972,417
-
28 · Net assets with donor restrictions
beginning of year $782,002 · end of year $809,776
Mission and programs · 2022
Mission
LIFEPATH, INC. IS A PRIVATE NON-PROFIT ORGANIZATION, DESIGNATED AGING SERVICES ACCESS POINT AND AN AREA AGENCY ON AGING. ITS MISSION IS TO HELP ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES. THESE SERVICES ARE EITHER PROVIDED BY LIFEPATH OR BY AGENCIES WITH WHOM IT CONTRACTS. ELIGIBILITY CRITERIA FOR THE VARIOUS PROGRAMS AND SERVICES ARE ESTABLISHED BY THE MASSACHUSETTS EXECUTIVE OFFICE OF ELDER AFFAIRS AND MEDICAID/MASSHEALTH.
Activities or mission (Part I)
THE MISSION IS TO HELP ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES.
-
COMMUNITY CHOICES PROGRAMPURPOSE IS TO HELP ELDERS SECURE AND MAINTAIN MAXIMUM INDEPENDENCE IN THEIR HOME ENVIRONMENT. CASE MANAGERS COMPLETE AN ASSESSMENT TO DETERMINE ELIGIBILITY (BOTH CLINICAL AND FINANCIAL), DEVELOP A SERVICE PLAN, ARRANGE FOR SERVICES FROM ONE OF THE MANY PROVIDERS WITH WHICH THE ORGANIZATION CONTRACTS, AND MONITOR SERVICES ON A SCHEDULED AND AS-NEEDED BASIS. SERVICES GENERALLY INCLUDE, BUT ARE NOT LIMITED TO, ONE OR MORE OF THE FOLLOWING: ADULT DAY HEALTH, HOME HEALTH AIDE, HOMEMAKER, PERSONAL CARE, HOME-DELIVERED MEALS, AND TRANSPORTATION. ELIGIBILITY FOR THIS PROGRAM REQUIRES THAT THE ELDER BE CLINICALLY ELIGIBLE FOR NURSING HOME PLACEMENT AND BE RECEIVING MASSHEALTH.
Expenses $2,440,611
-
ADULT FAMILY CARE PROGRAMTHIS PROGRAM PROVIDES CARE AND SUPPORT IN A HOME ENVIRONMENT FOR INDIVIDUALS 16 YEARS OF AGE AND OLDER, WHO, BECAUSE OF MEDICAL, PHYSICAL, COGNITIVE OR PSYCHIATRIC PROBLEMS, CANNOT SAFELY LIVE ALONE. THE PROGRAM MATCHES THE PARTICIPANT WITH A FAMILY THAT MEETS HIS OR HER MEDICAL NEEDS AND PERSONAL INTEREST. ELIGIBILITY FOR THIS PROGRAM REQUIRES THAT THE INDIVIDUAL MEET CLINICAL ELIGIBILITY GUIDELINES AND BE RECEIVING MASSHEALTH.
Expenses $2,632,097 · Revenue $2,719,126
-
STATE HOME CARE PROGRAMPURPOSE IS TO HELP ELDERS SECURE AND MAINTAIN MAXIMUM INDEPENDENCE IN THEIR HOME ENVIRONMENT. CASE MANAGERS COMPLETE AN ASSESSMENT TO DETERMINE ELIGIBILITY (BOTH CLINICAL AND FINANCIAL), DEVELOP A SERVICE PLAN, ARRANGE FOR SERVICES FROM ONE OF THE MANY PROVIDERS WITH WHICH THE ORGANIZATION CONTRACTS, AND MONITOR SERVICES ON A SCHEDULED AND AS-NEEDED BASIS. SERVICES GENERALLY INCLUDE, BUT ARE NOT LIMITED TO, ONE OR MORE OF THE FOLLOWING: ADULT DAY HEALTH, HOME HEALTH AIDE, HOMEMAKER, PERSONAL CARE, HOME-DELIVERED MEALS, AND TRANSPORTATION. ELIGIBILITY FOR THIS PROGRAM REQUIRES A NEED FOR ASSISTANCE FOR A REGULATED NUMBER OF ACTIVITIES OR INSTRUMENTAL ACTIVITIES OF DAILY LIVING AS WELL AS AN INCOME AT OR BELOW SPECIFIED GUIDELINES. ELDERS ABOVE THE GUIDELINES ARE SUBJECT TO A CO-PAY FOR THE SERVICES.
Expenses $4,463,902 · Revenue $279,719
-
ENHANCED COMMUNITY OPTIONS, PROTECTIVE SERVICE, CONGREGATE HOUSING, SUPPORTIVE HOUSING, CLINICAL ASSESS AND ELIGIBILITY, MONEY MANAGEMENT, ELDER CARE ADVISORS, TITLE IIIB, TITLE IIIC, TITLE IIIE, PERSONAL CARE ATTENDANT, SHINE, GOODLIFE, DEVELOPMENTAL SERVICES AND SENIOR CARE OPTIONS.
Expenses $10,128,567 · Revenue $2,267,538
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Barbara BodzinBARBARA BODZIN
PRIOR EXECUTIVE DIRECTOR
- Total calculated
- $182,936
- From this org
- $152,447
- From related orgs
- $0
- Other
- $30,489
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $152,447
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $30,489
- Filer's total
- $182,936
-
Tracy FisherTRACY FISHER
PRIOR FINANCE DIRECTOR
- Total calculated
- $134,071
- From this org
- $111,726
- From related orgs
- $0
- Other
- $22,345
- Hours/week
- 35
-
Lynne FeldmanLYNNE FELDMAN
COMMUNITY SERVICES DIRECTO
- Total calculated
- $123,115
- From this org
- $102,596
- From related orgs
- $0
- Other
- $20,519
- Hours/week
- 35
-
Gary YuhasGARY YUHAS
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 35
-
Phil Gilfeather-GirtonPHIL GILFEATHER-GIRTON
FINANCE DIRECTOR
- Total calculated
- $0
- Hours/week
- 35
-
Mary GiannettiMARY GIANNETTI
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.5
-
Joanie BernsteinJOANIE BERNSTEIN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.5
-
James GeismanJAMES GEISMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Judith FonshJUDITH FONSH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.5
-
Rachel BroudyRACHEL BROUDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Elizabeth DavisELIZABETH DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Michelle DelisioMICHELLE DELISIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Henry J East-TrouHENRY J EAST-TROU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Nancy MaynardNANCY MAYNARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Sonnya PetersSONNYA PETERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Mari RovangMARI ROVANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Annette SzpilaANNETTE SZPILA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
-
Peter WingatePETER WINGATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.25
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349312483
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