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Nonprofiteer
← LIFESPAN OF GREATER ROCHESTER INC

Form 990 for tax year 2024

Filed by LIFESPAN OF GREATER ROCHESTER INC.

Totals

Total revenue
$19,492,420
Total expenses
$18,749,962
Contributions and grants received
$2,311,316
Grants paid
$0
Program service revenue
$16,947,951
Investment income
$112,389
Other revenue
$120,764
Total assets, end of year
$14,948,496
Total liabilities, end of year
$4,406,872
Net assets or fund balances, end of year
$10,541,624
Program services expenses (Part IX)
$16,328,153
Management and general expenses
$2,143,050
Fundraising expenses
$278,759
Program service expenses (Part III)
$16,328,153

Program services were 87.1% 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.

  • 1c · Fundraising events

    $6,545

  • 1d · Related organizations

    $74,171

  • 1f · All other contributions, gifts and grants

    $2,230,600

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $16,947,951 · related or exempt $16,947,951

  • 3 · Investment income

    total $94,931 · excluded $94,931

  • 7a · Gross sales of assets other than inventory

    securities $188,390

  • 7b · Less cost or other basis and sales expenses

    securities $170,932

  • 7c · Gain or loss

    securities $17,458

  • 7d · Net gain or loss

    total $17,458 · excluded $17,458

  • 8a · Fundraising events: gross income

    $204,787

  • 8a · Fundraising events: contributions included on line 1c

    $6,545

  • 8b · Fundraising events: direct expenses

    $88,062

  • 8c · Net income from fundraising events

    total $116,725 · excluded $116,725

  • 11a · Other revenue: OTHER

    total $4,039 · excluded $4,039

  • 11e · Other revenue, total

    $4,039

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $459,812 · program services $27,589 · management and general $418,428 · fundraising $13,795

  • 7 · Other salaries and wages

    total $8,235,780 · program services $7,404,377 · management and general $747,449 · fundraising $83,954

  • 9 · Other employee benefits

    total $1,400,413 · program services $1,258,168 · management and general $121,453 · fundraising $20,792

  • 10 · Payroll taxes

    total $626,203 · program services $540,336 · management and general $79,757 · fundraising $6,110

  • 11a · Fees: management

    total $38,366 · program services $896 · management and general $37,470

  • 11g · Fees: other

    total $5,423,073 · program services $5,154,762 · management and general $224,078 · fundraising $44,233

  • 12 · Advertising and promotion

    total $214,679 · program services $187,436 · management and general $15,937 · fundraising $11,306

  • 13 · Office expenses

    total $159,353 · program services $139,942 · management and general $17,309 · fundraising $2,102

  • 16 · Occupancy

    total $568,645 · program services $472,670 · management and general $87,890 · fundraising $8,085

  • 17 · Travel

    total $199,919 · program services $197,416 · management and general $2,432 · fundraising $71

  • 19 · Conferences, conventions and meetings

    total $285,615 · program services $271,063 · management and general $13,111 · fundraising $1,441

  • 20 · Interest

    total $6,276 · program services $6,276

  • 22 · Depreciation, depletion and amortization

    total $178,329 · program services $59,753 · management and general $118,576

  • 23 · Insurance

    total $81,281 · program services $55,813 · management and general $24,788 · fundraising $680

  • 24a · Other expenses: SUPPLIES AND FOOD

    total $237,972 · program services $183,137 · management and general $14,486 · fundraising $40,349

  • 24b · Other expenses: SOFTWARE

    total $189,818 · program services $102,351 · management and general $71,110 · fundraising $16,357

  • 24c · Other expenses: EQUIPMENT MAINTENANCE A

    total $157,079 · program services $90,282 · management and general $65,635 · fundraising $1,162

  • 24d · Other expenses: PRINTING AND POSTAGE

    total $120,648 · program services $70,587 · management and general $32,168 · fundraising $17,893

  • 24e · All other expenses

    total $166,701 · program services $105,299 · management and general $50,973 · fundraising $10,429

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,241,794 · end of year $690,941

  • 3 · Pledges and grants receivable

    beginning of year $178,405 · end of year $291,979

  • 4 · Accounts receivable

    beginning of year $5,276,608 · end of year $6,420,738

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,841 · end of year $43,262

  • 10a · Land, buildings and equipment: cost or other basis

    $1,221,069

  • 10b · Land, buildings and equipment: accumulated depreciation

    $963,383

  • 10c · Land, buildings and equipment, net

    beginning of year $403,477 · end of year $257,686

  • 11 · Investments: publicly traded securities

    beginning of year $1,857,135 · end of year $1,933,996

  • 15 · Other assets

    beginning of year $2,888,286 · end of year $5,309,894

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,085,082 · end of year $2,208,935

  • 19 · Deferred revenue

    beginning of year $1,551,413 · end of year $1,525,340

  • 25 · Other liabilities

    beginning of year $574,995 · end of year $672,597

  • 27 · Net assets without donor restrictions

    beginning of year $7,166,156 · end of year $9,850,162

  • 28 · Net assets with donor restrictions

    beginning of year $507,900 · end of year $691,462

Mission and programs · 2024

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.

  • 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: 431

    Expenses $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: 5,783

    Expenses $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: 12,833

    Expenses $1,666,468 · Revenue $1,012,452

  • Expenses $5,276,324 · Revenue $7,867,479

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANN MARIE COOK

    PRESIDENT/CEO

    Total calculated
    $210,864
    From this org
    $178,965
    From related orgs
    $0
    Other
    $31,899
    Hours/week
    36.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $178,965
    Bonus
    $0
    Other
    $0
    Deferred
    $17,778
    Nontaxable benefits
    $14,121
    Filer's total
    $210,864

  • KARL HAGEN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $128,841
    From this org
    $120,826
    From related orgs
    $0
    Other
    $8,015
    Hours/week
    36.5 + 1 related

  • JODY ROWE

    CHIEF OPERATING OFFICER

    Total calculated
    $112,872
    From this org
    $94,636
    From related orgs
    $0
    Other
    $18,236
    Hours/week
    36.5 + 1 related

  • LARON ROWE PHD

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR ROBERT MCCANN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LORI JANSEN

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LIZ VEGA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR MARIE AYDELOTTE

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • VITO CARACCIO

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIAM CARROLL PHARMD

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LUCIA CASTILLEJO MS

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN CLARK

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BUZ CODE ESQ

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CARMEN COLEMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERE DOMINAS

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ERICKA ELLIOTT

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JARRETT FELTON

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN FORNOF MPA

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR ANKIT GARG

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TRACY GREENE

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BOB HARTMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR BRIAN HEPPARD MD CMD

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL KAUFMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CINDY LOVETRO

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN LYNCH JR

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID MACK

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUSAN POWELL BYRD

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DR STEPHEN RYAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERTA VANWINKLE

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MIGUEL VELAZQUEZ

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

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 · 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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • FUTURE CARE PLANNING SERVICE

    RELATED · PLANNING FOR FUTURE CARE NEEDS · NY · 33% owned · share of income $14,104 · share of assets $233,602 · general or managing partner

Provenance

Return type
form_990
Tax year
2024
Filed
3 February 2026
IRS schema version
2024v5.5
Source object
202630359349301238

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