LIFEPlan CCO NY
Legal name: Lifeplan Ny Inc
Nonprofit profile at a glance
- EIN
- 921743599
- IRS 990 coverage
- 2023–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Utica, NY, USA
- Phone
- 1-855-572-2669
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
Reported finances
- Revenue
- $86,561,602
- Expenses
- $80,870,137
- Assets
- $73,972,203
- Liabilities
- $10,511,086
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
29 people listed
Executive titles in this filing
- NICHOLAS CAPPOLETTI (CEO)
Highest reported compensation
- NICHOLAS CAPPOLETTI (CEO): $1,085,152 total reported compensation
- DEAN JOHNSTON (EVP CHIEF ADMINISTRATIVE OFFICER & CFO): $394,257 total reported compensation
- JOHN VON AHN (EVP GENERAL COUNSEL): $371,132 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
In addition to offering the services of trained and experienced Care Managers, LIFEPlan partners with community-based agencies with a long history of serving people with IDD to provide advocacy and recreational, educational, and vocational services. Always with a person-centered focus, we connect Members with services and supports through a network of highly-trained human service and healthcare specialists. Mission Empowering people with intellectual and developmental disabilities and their families to live happy, healthy and meaningful lives.
What it reported doing in 2024
Lifeplan works with individuals and their families to develop an integrated, comprehensive care plan that encompasses healthcare, behavioral health services, community and social support while ensuring alignment of objectives across healthcare and developmental disabilities service providers. Lifeplan assists individuals and familiaies with acessing the supports and services that promote well-rounded and fulfilling lives. In 2024, lifeplan served 19,672 individuals.
Operating model
- Revenue model
- Earned-program. 97% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 94
- Accountability: 100
- Sustainability: 57
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.4%; rating input score 85
- Program expense ratio: 93.9%; rating input score 94
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 5 of 6 controls in place; rating input score 83
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 6.6%; rating input score 62; 62nd percentile among comparable filings
- Total-asset coverage ratio: 0.91; rating input score 36; 36th percentile among comparable filings
- Liabilities to assets ratio: 0.14; rating input score 77; 77th percentile among comparable filings
- Officer compensation ratio: 1.2%; rating input score 70; 70th percentile among comparable filings
Growth
- Program expense growth: 0.3% per year; rating input score 100; 8th percentile among comparable filings
- Revenue growth: -2.4% per year; rating input score 0; 2nd percentile among comparable filings
- Asset growth: 6.3% per year; rating input score 100; 46th percentile among comparable filings
Details
- What they do: 1 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 85.4% of revenue deployed · 93.9% of spending went to programs
- Governance: 16 of 16 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $76M in reported program spending
- Leadership: top reported pay $1.1M · 29 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 4 contractors listed · $11.1M reported
- Consistency: 34 of 34 current checks pass
- Schedules: 5 filed schedules · includes executive pay
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- Money network: 11 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 36/100.