2026-02-04T12:47:51-06:00 2025-03-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-04-01 160986298 LIFESPAN OF GREATER ROCHESTER INC LIFE 5852448400 1900 SOUTH CLINTON AVENUE ROCHESTER NY 14618 ANN MARIE COOK PRESIDENT/CEO 5852448400 2026-02-03 1 0 JILL M JOHNSON CPA P01701478 7168563300 2026-02-03 2024 2025-03-06 01:10:19Z ANN MARIE COOK 1900 SOUTH CLINTON AVENUE ROCHESTER NY 14618 19751414 0 X WWW.LIFESPAN-ROCH.ORG X 1971 NY 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. 27 27 235 659 0 0 1797535 2311316 15050756 16947951 -69483 112389 -30207 120764 16748601 19492420 0 0 0 0 9994174 10722208 0 0 278759 6823286 8027754 16817460 18749962 -68859 742458 11885546 14948496 4211490 4406872 7674056 10541624 X 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. 0 0 5743917 5894843 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 3641444 2173177 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 1666468 1012452 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 5276324 7867479 5276324 7867479 16328153 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 134 0 1 235 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 NY X KARL HAGEN 5852448400 1900 SOUTH CLINTON AVENUE ROCHESTER NY 14618 ANN MARIE COOK PRESIDENT/CEO 36.50 1.00 X 178965 0 31899 KARL HAGEN CHIEF FINANCIAL OFFICER 36.50 1.00 X 120826 0 8015 JODY ROWE CHIEF OPERATING OFFICER 36.50 1.00 X 94636 0 18236 LARON ROWE PHD CHAIR 1.00 1.00 X X 0 0 0 DR ROBERT MCCANN VICE CHAIR 1.00 1.00 X X 0 0 0 LORI JANSEN TREASURER 1.00 1.00 X X 0 0 0 LIZ VEGA SECRETARY 1.00 1.00 X X 0 0 0 DR MARIE AYDELOTTE MEMBER 1.00 1.00 X 0 0 0 VITO CARACCIO MEMBER 1.00 1.00 X 0 0 0 WILLIAM CARROLL PHARMD MEMBER 1.00 1.00 X 0 0 0 LUCIA CASTILLEJO MS MEMBER 1.00 1.00 X 0 0 0 JOHN CLARK MEMBER 1.00 1.00 X 0 0 0 BUZ CODE ESQ MEMBER 1.00 1.00 X 0 0 0 CARMEN COLEMAN MEMBER 1.00 1.00 X 0 0 0 TERE DOMINAS MEMBER 1.00 1.00 X 0 0 0 ERICKA ELLIOTT MEMBER 1.00 1.00 X 0 0 0 JARRETT FELTON MEMBER 1.00 1.00 X 0 0 0 JOHN FORNOF MPA MEMBER 1.00 1.00 X 0 0 0 DR ANKIT GARG MEMBER 1.00 1.00 X 0 0 0 TRACY GREENE MEMBER 1.00 1.00 X 0 0 0 BOB HARTMAN MEMBER 1.00 1.00 X 0 0 0 DR BRIAN HEPPARD MD CMD MEMBER 1.00 1.00 X 0 0 0 MICHAEL KAUFMAN MEMBER 1.00 1.00 X 0 0 0 CINDY LOVETRO MEMBER 1.00 1.00 X 0 0 0 JOHN LYNCH JR MEMBER 1.00 1.00 X 0 0 0 DAVID MACK MEMBER 1.00 1.00 X 0 0 0 SUSAN POWELL BYRD MEMBER 1.00 1.00 X 0 0 0 DR STEPHEN RYAN MEMBER 1.00 1.00 X 0 0 0 ROBERTA VANWINKLE MEMBER 1.00 1.00 X 0 0 0 MIGUEL VELAZQUEZ MEMBER 1.00 1.00 X 0 0 0 394427 0 58150 2 0 1 0 CHRISTOPHER COMMUNICATIONS 271 MULBERRY ST ROCHESTER NY 14620 PUBLIC RELATIONS & MARKETING 242684 1 6545 74171 2230600 2311316 PROGRAM SERVICE FEES 624190 16947951 16947951 16947951 94931 94931 188390 170932 17458 17458 17458 204787 6545 88062 116725 116725 OTHER 900099 4039 4039 4039 19492420 16947951 0 233153 X 459812 27589 418428 13795 8235780 7404377 747449 83954 1400413 1258168 121453 20792 626203 540336 79757 6110 38366 896 37470 5423073 5154762 224078 44233 214679 187436 15937 11306 159353 139942 17309 2102 568645 472670 87890 8085 199919 197416 2432 71 285615 271063 13111 1441 6276 6276 178329 59753 118576 81281 55813 24788 680 SUPPLIES AND FOOD 237972 183137 14486 40349 SOFTWARE 189818 102351 71110 16357 EQUIPMENT MAINTENANCE A 157079 90282 65635 1162 PRINTING AND POSTAGE 120648 70587 32168 17893 166701 105299 50973 10429 18749962 16328153 2143050 278759 1241794 690941 178405 291979 5276608 6420738 39841 43262 1221069 963383 403477 257686 1857135 1933996 2888286 5309894 11885546 14948496 2085082 2208935 1551413 1525340 574995 672597 4211490 4406872 X 7166156 9850162 507900 691462 7674056 10541624 11885546 14948496 X 742458 42076 2083034 X X 0 1 X 1 1 1 X 10346162 12365911 1268858 1767328 2428041 28176300 10346162 12365911 1268858 1767328 2428041 28176300 28176300 29871 73573 107513 63737 94931 369625 28545925 44348397 0.98710 0.97910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 25201 25201 0 PART II-B, LINE 1: DIRECT RESEARCH AND ANALYSIS OF STATE AND LOCAL LEGISLATION AND POLICY RELATING TO HEALTH CARE, ELDER ADVOCACY RELATED TO LONG TERM CARE, ELDER ABUSE PREVENTION AND TRANSPORTION FOR THE ELDERLY. WORK WITH NEW YORK STATE COALITION ON AGING TO DEVELOP AND IMPLEMENT APPROPRIATE STRATEGIES TO ADVOCATE FOR THE ELDERLY IN THE PREVIOUSLY DESCRIBED INTEREST AREAS. 788606 645348 143258 432463 318035 114428 257686 BENEFICIAL INTEREST IN NET ASSETS OF DEVELOPMENT FUND 3914185 INVESTMENT IN FUTURE CARE PLANNING SERVICES 233281 DUE FROM FUTURE CARE PLANNING SERVICES 503068 RIGHT OF USE ASSETS 659360 5309894 LEASE LIABILITIES 672597 672597 CELEBRATION OF AGING 211332 6545 204787 88062 211332 6545 204787 88062 88062 116725 X X X 0 0 0 0 0 0 0 0 0 ANN MARIE COOK PRESIDENT/CEO 178965 0 0 0 0 0 17778 0 14121 0 210864 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE AND, UPON APPROVAL, IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS REVIEWED ANNUALLY WITH THE BOARD OF DIRECTORS. IF THERE IS A CONFLICT, IT IS BROUGHT TO THE BOARD CHAIR'S ATTENTION FOR FURTHER ACTION, IF REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR AND THE EXECUTIVE COMMITTEE REVIEW THE CEO/PRESIDENT'S SALARY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 5,154,762. MANAGEMENT AND GENERAL EXPENSES 224,078. FUNDRAISING EXPENSES 44,233. TOTAL EXPENSES 5,423,073. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF DEVELOPMENT FUND 2,068,930. FUTURE CARE PLANNING SERVICES ALLOCATION 14,104. FORM 990, PART XII, LINE2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. LIFESPAN OF GREATER ROCHESTER DEVELOPMENT FUND INC 1900 SOUTH CLINTON AVENUE ROCHESTER NY 14618 161403060 TO SUPPORT AND BENEFIT LIFESPAN OF GREATER ROCHESTER, INC. NY 501(C)(3) LINE 11 LIFESPAN OF GREATER ROCHESTER INC 0 FUTURE CARE PLANNING SERVICE 1900 SOUTH CLINTON AVENUE ROCHESTER NY 14618 300100262 PLANNING FOR FUTURE CARE NEEDS NY RELATED 14104 233602 0 1 0.33000 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0