Civic Intelligence

Lifeplan Ny Inc.

990 • Fiscal year 2023 • EIN 92-1743599

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization ProfileLIFEPLANCCONY.COM
258 Genesee StreetUtica, NY 13502

(315) 565-2612

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.17x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.13x

Higher debt load relative to revenue than 19% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Net Margin

68th percentile

6.9%

Higher net margin than 68% of similar nonprofits.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$398,198

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2023 filings • NTEE P • $50M-$100M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

$69,483,368

No earlier filing loaded for comparison.

Net Assets

$57,891,894

No earlier filing loaded for comparison.

Liabilities

$11,591,474

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin68th percentile

Revenue

$88,622,847

No earlier filing loaded for comparison.

Expenses

$82,534,387

No earlier filing loaded for comparison.

Net Income

$6,088,460

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2023: $69,483,368Liabilities 2023: $11,591,474Net Assets 2023: $57,891,8942023Assets 2024: $73,972,203Liabilities 2024: $10,511,086Net Assets 2024: $63,461,1172024

Highlighted filing

2023

Assets$69,483,368
Liabilities$11,591,474
Net Assets$57,891,894
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0Revenue 2023: $88,622,847Expenses 2023: $82,534,387Net Income 2023: $6,088,4602023Revenue 2024: $86,561,602Expenses 2024: $80,870,137Net Income 2024: $5,691,4652024

Highlighted filing

2023

Revenue$88,622,847
Expenses$82,534,387
Net Income$6,088,460
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$88,622,847
Mission and Program Overview

Mission

Empowering people with intellectual and developmental disabilities and their gamilies to live happy, healthy, and meaningful lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$0$52,244,823▲ $52,244,823
Cash and Non-Interest-Bearing Accounts$0$5,065,279▲ $5,065,279
Investments Program Related$0$4,995,527▲ $4,995,527
Accounts Receivable$0$2,457,176▲ $2,457,176
Prepaid Expenses and Deferred Charges$0$1,320,585▲ $1,320,585
Land, Buildings, and Equipment, Net$0$423,614▲ $423,614
Total Assets$0$69,483,368▲ $69,483,368
Other Assets Total$0$2,976,364▲ $2,976,364
Liabilities
Accounts Payable and Accrued Expenses$0$9,211,579▲ $9,211,579
Other Liabilities$0$2,336,835▲ $2,336,835
Deferred Revenue$0$43,060▲ $43,060
Total Liabilities$0$11,591,474▲ $11,591,474
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$57,891,894-
Total Net Assets Fund Balance$0$57,891,894▲ $57,891,894
Total Liabilities and Net Assets / Fund Balance$0$69,483,368▲ $69,483,368

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$396,009$578,329$974,338
Leasehold Improvements$27,605$25,330$52,935
Investment Program Related Org$4,995,527--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicholas CappolettiCEOFT$358,126$40,072$398,198
Dean JohnstonEvp Chief Administrative OfficerFT$301,981$63,443$365,424
John Von AhnEvp of General CounselFT$277,270$53,714$330,984
Lauren Johnson AlbaroniSVP of Quality and ComplianceFT$186,477$35,105$221,582
Mary RichmondSVP of Care ManagementFT$158,508$58,051$216,559
Denise Van DyneVP of Human ResourcesFT$151,083$58,402$209,485
Nathan EndersChief Information OfficerFT$165,316$40,310$205,626
Lori KearsingVP of Strategic InitiativesFT$149,782$40,474$190,256
Shannon HunterRvp of Care ManagementFT$142,136$46,046$188,182
James CarhartVP of Data Engineering and SecurityFT$130,774$48,686$179,460
Jean JacobsonVP of ClinicalFT$148,011$23,129$171,140

Board Members and Trustees

NameTitle
Lou TehenChair
Greg SorrentinoVice Chair
Anne Richey Thru 3-2024Director
Brad Kowalczyk Thru 12-2023Director
Cris DonovanDirector
James J Morris IvDirector
Jeff FoxDirector
Kathy KlosnerDirector
Kevin CrosleyDirector
Linda KuckDirector
MAUREEN O'BRIENDirector
Marc AntonucciDirector
Michelle MuprhyDirector
Patti HaysDirector
Paul C Landers Thru 1-2024Director
Paul JoslynDirector
Rosemary LorelloDirector
Tania AndersonDirector
Geno DecondoSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Paycom Payroll LLCPayroll Processing75101 W MEMORIAL ROAD, Oklahoma City, OK 73142$373,839
Kelberman Center INCMember Evaluation Services2513 SUNSET AVENUE, Utica, NY 13502$215,425
Revenue and Support

Revenue Composition

Contributions and Grants
$4,211,476
Program Service Revenue
$82,539,696
Investment Income
$1,147,480
Other Revenue
$724,195
All Other Contributions
$4,211,476
Change in Net Assets
$6,088,460

Audited Revenue Reconciliation

Revenue per Audited Statements
$88,622,847
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-155,006
Total Revenue per Audited Statements
$88,467,841
Total Revenue per Form 990
$88,622,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$74,331,339
Other Expenses$8,203,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,267,549$3,214,194-$58,481,743
Other Employee Benefits$8,297,458$528,534-$8,825,992
Payroll Taxes$4,501,464$403,278-$4,904,742
Occupancy$1,901,058$306,486-$2,207,544
Information Technology$1,825,937$326,408-$2,152,345
Travel$1,123,274$181,002-$1,304,276
Current Officers, Directors, Trustees, and Key Employees$443,607$650,999-$1,094,606
Pension Plan Contributions$940,039$84,217-$1,024,256
Fees for Services Other$342,284$249,809-$592,093
Office Expenses$375,251$87,775-$463,026
Advertising$97,931$136,107-$234,038
Insurance$18,581$147,204-$165,785
Depreciation Depletion$91,021$73,986-$165,007
Fees for Services Legal-$89,755-$89,755
Fees for Services Accounting-$74,402-$74,402
Other Expenses$56,211$8,153-$64,364
Interest$4,213--$4,213
Total Functional Expenses$75,748,240$6,786,147$0$82,534,387

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$82,534,387
Total Expenses per Audited Statements$82,534,387
Total Expenses per Form 990$82,534,387
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$2,198,920
Finance Lease Liability$137,915
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the chief administrative officer and executive director before it is approved and filed.”

Form 990, Part VI, Section B, Line 12C

“The officers and board members sign a conflict of interest policy annually. Any personal remuneration or gain from the vendors or related parties is strictly forbidden. The compliance dperatment conducts an annual mandatory training for all employees as well.”

Form 990, Part VI, Section B, Line 15

“The board of directors conducted a benchmark study of comparative roles in other agencies and evaluated the performance of executive director.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Lifeplan Ny Inc
EIN
92-1743599
Phone
3155652612
Address
258 GENESEE STREET, UTICA, NY 13502

Signing Officer

Name
Nick Cappoletti
Title
CEO
Phone
3155652612
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Cappoletti
Formed
2022
Legal Domicile
Ny
Voting Board Members
19
Independent Board Members
19
Employees
1,088
Volunteers
19

Preparer

Firm
Bonadio & Co Llp
Address
432 NORTH FRANKLIN STREET, SYRACUSE, NY 13204
Preparer
Tyler Sass
Phone
3154227109
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gain on membership redemption and restructuring 51,958,440.”

Form 990. Part XII, Line 2C

“The processes for the organization that assumes oversight of the audit has not changed from the prior year.”

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IRS990/Form990PartVIISectionAGrp/PersonNm27SHANNON HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm28JEAN JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm29JAMES CARHART
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20EVP CHIEF ADMINISTRATIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21EVP OF GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt22SVP OF QUALITY AND COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt23SVP OF CARE MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP OF STRATEGIC INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt27RVP OF CARE MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP OF CLINICAL
IRS990/Form990PartVIISectionAGrp/TitleTxt29VP OF DATA ENGINEERING AND SECURITY
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,483,368
Liabilities
$11,591,474
Net assets
$57,891,894
Revenue
$88,622,847
Expenses
$82,534,387
Net income
$6,088,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.0$10.5$63.5$86.6$80.9$5.69
2023Detailed filing. Detailed filing data is available for this year.$69.5$11.6$57.9$88.6$82.5$6.09