Lifespan of Greater Rochester Inc
Nonprofit profile at a glance
- EIN
- 160986298
- IRS 990 coverage
- 2016–2024
- Forms available
- Form 990 2024
- Location
- Rochester, NY, USA
- Phone
- 5852448400
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $19,492,420
- Expenses
- $18,749,962
- Assets
- $14,948,496
- Liabilities
- $4,406,872
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
30 people listed
Executive titles in this filing
- ANN MARIE COOK (PRESIDENT/CEO)
Highest reported compensation
- ANN MARIE COOK (PRESIDENT/CEO): $210,864 total reported compensation
- KARL HAGEN (CHIEF FINANCIAL OFFICER): $128,841 total reported compensation
- JODY ROWE (CHIEF OPERATING OFFICER): $112,872 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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
Operating model
- Revenue model
- Earned-program. 87% 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. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 76
- Accountability: 95
- Sustainability: 45
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 83.4%; rating input score 83
- Program expense ratio: 87.1%; rating input score 87
- Fundraising efficiency: $8.29 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.9%; rating input score 93; 10th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 3.8%; rating input score 49; 49th percentile among comparable filings
- Total-asset coverage ratio: 0.8; rating input score 28; 28th percentile among comparable filings
- Liabilities to assets ratio: 0.29; rating input score 47; 47th percentile among comparable filings
- Officer compensation ratio: 2.4%; rating input score 73; 73rd percentile among comparable filings
Growth
- Program expense growth: 8.7% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 8.4% per year; rating input score 100; 67th percentile among comparable filings
- Asset growth: 9.8% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: 83.4% of revenue deployed · 87.1% of spending went to programs
- Governance: 27 of 27 board members independent · 8 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $16.3M in reported program spending
- Leadership: top reported pay $211K · 30 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $243K reported
- Consistency: 30 of 31 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors and executive pay
- Filing history: 9 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Money network: 3 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 33/100.
- Moderate — Sustainability: Operating margin scored 49/100.
- High — Sustainability: Total-asset coverage ratio scored 28/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 47/100.