2023-11-15T12:38:42-06:00 2023-06-30 205711238 ADELSON & COMPANY PC 100 NORTH STREET PITTSFIELD MA 01201 990 2022-07-01 042542539 LIFEPATH INC LIFE 4137735555 101 MUNSON STREET SUITE 201 GREENFIELD MA 01301 MARY GIANNETTI PRESIDENT 4137735555 2023-11-14 1 MARY GIANNETTI 999009999 0 DAVID M IRWIN CPA P01435826 4134436408 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY GIANNETTI 101 MUNSON STREET SUITE 201 GREENFIELD MA 01301 20762491 0 X WWW.LIFEPATHMA.ORG X 1974 MA 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. 13 13 176 250 0 0 14600018 15481345 5986206 5266383 23328 14763 0 0 20609552 20762491 0 0 0 0 8630819 8654799 0 0 47260 11749654 12917195 20380473 21571994 229079 -809503 8547416 9882458 2299104 4100265 6248312 5782193 X 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. 0 0 2440611 0 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. 2632097 2719126 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. 4463902 279719 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. 10128567 2267538 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. 10128567 2267538 19665177 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 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 60 0 1 176 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X CORPORATION 4137735555 101 MUNSON STREET SUITE 201 GREENFIELD MA 01301 BARBARA BODZIN PRIOR EXECUTIVE DIRECTOR 35.00 X 152447 0 30489 TRACY FISHER PRIOR FINANCE DIRECTOR 35.00 X 111726 0 22345 LYNNE FELDMAN COMMUNITY SERVICES DIRECTO 35.00 X 102596 0 20519 GARY YUHAS EXECUTIVE DIRECTOR 35.00 X 0 0 0 PHIL GILFEATHER-GIRTON FINANCE DIRECTOR 35.00 X 0 0 0 MARY GIANNETTI PRESIDENT 1.50 X X 0 0 0 JOANIE BERNSTEIN VICE PRESIDENT 1.50 X X 0 0 0 JAMES GEISMAN TREASURER 1.50 X X 0 0 0 JUDITH FONSH SECRETARY 1.50 X X 0 0 0 RACHEL BROUDY DIRECTOR 1.25 X 0 0 0 ELIZABETH DAVIS DIRECTOR 1.25 X 0 0 0 MICHELLE DELISIO DIRECTOR 1.25 X 0 0 0 HENRY J EAST-TROU DIRECTOR 1.25 X 0 0 0 NANCY MAYNARD DIRECTOR 1.25 X 0 0 0 SONNYA PETERS DIRECTOR 1.25 X 0 0 0 MARI ROVANG DIRECTOR 1.25 X 0 0 0 ANNETTE SZPILA DIRECTOR 1.25 X 0 0 0 PETER WINGATE DIRECTOR 1.25 X 0 0 0 366769 0 73353 3 0 1 0 0 15119632 361713 15481345 OTHER GRANTS AND CONTRACTS 900099 4888324 4888324 PROGRAM INCOME 900099 378059 378059 5266383 14763 14763 20762491 5266383 0 14763 201737 169432 32305 6499911 5932849 567062 1191311 1144532 46779 761840 672869 85703 3268 2292 2292 30500 30500 67489 67489 76334 46689 29613 32 149548 41147 107254 1147 221667 221667 393284 90968 302316 161412 161044 97 271 24477 15841 8636 82961 30871 52090 67979 67979 PURCHASED SERVICES 11234864 11234864 OTHER PROGRAM EXPENSES 239355 192351 36767 10237 SMALL EQUIPMENT PURCHAS 53219 19852 33367 DUES AND SUBSCRIPTIONS 47398 36934 10464 64416 44366 20050 21571994 19665177 1859557 47260 X 61807 382457 4372252 2134140 3298201 5503866 244589 220230 865182 610485 278421 254697 287146 314993 5000 1072075 8547416 9882458 2146853 2690169 152251 353704 0 1056392 2299104 4100265 X 5466310 4972417 782002 809776 6248312 5782193 8547416 9882458 X -809503 14196 329188 X 0 1 X 1 1 1 X 13013038 13905071 14761844 14460408 15481345 71621706 13013038 13905071 14761844 14460408 15481345 71621706 71621706 23634 28351 18348 23328 14762 108423 71730129 28989793 0.99850 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 269723 26157 295880 299476 -29753 269723 232881 66595 299476 229545 3336 232881 217467 12078 229545 1.00000 0 0 208656 137986 70670 656526 472499 184027 254697 INVESTMENT IN CARE COORDINATE 906 RIGHT-OF-USE OPERATING LEASE ASSETS 1071169 1072075 OPERATING LEASE LIABILITIES 1056392 1056392 X 20776687 14196 14196 20762491 0 20762491 21571994 0 21571994 0 21571994 PART V, LINE 4: ENDOWMENT FUNDS CONSIST OF PERMANENTLY RESTRICTED NET ASSETS, RESTRICTED FOR INVESTMENT IN PERPETUITY (TRUE ENDOWMENT), THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT THE GENERAL ACTIVITIES OF THE CORPORATION. PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. X X X X 0 0 0 0 0 0 0 0 0 BARBARA BODZIN PRIOR EXECUTIVE DIRECTOR 152447 0 0 0 0 0 0 0 30489 0 182936 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C REPORTING BY PROGRAM DIRECTOR. TRAINING OF THE BOARD AND PROGRAM DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE STATEWIDE SURVEY OF EXECUTIVE DIRECTORS IS USED IN DETERMINING APPROPRIATE SALARY FOR THE EXECUTIVE DIRECTOR. MASSACHUSETTS HOME CARE IS USED FOR OTHER KEY PERSONNEL AND REVIEWED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EOEA APPROVED USE OF RESTRICTED SURPLUS EOEA REQUIRED PAYMENT FROM ASAP NETWORK 329,188.