Nonprofit · EIN 92-1743599
LIFEPLAN NY INC
Tax-exempt · UTICA, NY 13502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $86,561,602 | $80,870,137 | $5,691,465 | $73,972,203 | $10,511,086 | $63,461,117 |
| December 31, 2023 | 990 | $88,622,847 | $82,534,387 | $6,088,460 | $69,483,368 | $11,591,474 | $57,891,894 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $84,265,766
- Investment income
- $2,295,836
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $147,188
- Other salaries and wages
- $48,079,821
- Salaries, compensation and benefits (total)
- $62,480,371
- Professional fundraising fees
- $0
- Legal fees
- $23,265
- Accounting fees
- $47,500
- Occupancy
- $2,011,505
- Travel
- $1,548,573
- Depreciation
- $152,189
- Program services (functional)
- $75,974,626
- Management and general (functional)
- $4,895,511
Balance sheet and other
- Total assets, start of year
- $69,483,368
- Total assets, end of year
- $73,972,203
- Total liabilities, end of year
- $10,511,086
- Net assets, end of year
- $63,461,117
- Land, buildings and equipment
- $355,323
- Publicly traded securities
- $4,037,500
- Net assets without donor restrictions
- $63,461,117
- Gross receipts
- $86,561,602
- Employees
- 1,049
- Volunteers
- 16
- Year formed
- 2022
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NICHOLAS CAPPOLETTI | CEO Officer | 40 | $118,687 | $580,867 | $385,598 |
| DEAN JOHNSTON | EVP CHIEF ADMINISTRATIVE OFFICER & CFO Officer | 40 | $13,192 | $366,307 | $14,758 |
| JOHN VON AHN | EVP GENERAL COUNSEL Key employee | 40 | $12,308 | $344,193 | $14,631 |
| JAIME MADDEN | EVP CHIEF OPERATIONS OFFICER Key employee | 40 | $0 | $304,580 | $11,586 |
| NATHAN ENDERS | CHIEF INFORMATION OFFICER Key employee | 40 | $8,217 | $242,402 | $25,781 |
| GERARD JOSEPH | CFO (THRU 06/2024) Officer | 40 | $0 | $249,655 | $209 |
| LAUREN JOHNSON ALBARONI | SVP OF QUALITY & COMPLIANCE Highest-paid employee | 40 | $7,182 | $199,940 | $18,262 |
| KRISTEN SCHOLL | VP OF INTEGRATED CARE INITIATIVES Highest-paid employee | 40 | $7,281 | $192,088 | $14,528 |
| DENISE VAN DYNE | SVP OF HUMAN RESOURCES Key employee | 40 | $5,679 | $170,656 | $35,593 |
| MARY REDMOND | SVP OF CARE MANAGEMENT Key employee | 40 | $169,998 | $0 | $25,647 |
| JEAN JACOBSON | VP OF CLINICAL Highest-paid employee | 40 | $5,500 | $153,745 | $30,633 |
| PATRICIA CAFARCHIO | CONTROLLER Highest-paid employee | 40 | $5,895 | $154,527 | $13,595 |
| LORI KEARSING | VP OF STRATEGIC INITIATIVES Highest-paid employee | 40 | $5,671 | $151,696 | $15,325 |
| LOU TEHAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG SORRENTINO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GENO DECONDO | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| TANIA ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN CROSLEY | DIRECTOR Trustee or director | 1 | $0 |
| PATTI HAYS | DIRECTOR Trustee or director | 1 | $0 |
| KATHY KLOSNER | DIRECTOR Trustee or director | 1 | $0 |
| JEFF FOX | DIRECTOR Trustee or director | 1 | $0 |
| CRIS DONOVAN | DIRECTOR Trustee or director | 1 | $0 |
| PAUL JOSLYN | DIRECTOR Trustee or director | 1 | $0 |
| LINDA KUCK | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE MUPRHY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES J MORRIS IV | DIRECTOR Trustee or director | 1 | $0 |
| MARC ANTONUCCI | DIRECTOR Trustee or director | 1 | $0 |
| ROSEMARY LORELLO | DIRECTOR Trustee or director | 1 | $0 |
| MAUREEN O'BRIEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICHOLAS CAPPOLETTI | CEO Officer | 40 | $358,126 | $40,072 |
| DEAN JOHNSTON | EVP CHIEF ADMINISTRATIVE OFFICER Officer | 40 | $349,641 | $15,783 |
| JOHN VON AHN | EVP OF GENERAL COUNSEL Officer | 40 | $315,770 | $15,214 |
| LAUREN JOHNSON ALBARONI | SVP OF QUALITY AND COMPLIANCE Key employee | 40 | $210,657 | $10,925 |
| MARY RICHMOND | SVP OF CARE MANAGEMENT Key employee | 40 | $176,208 | $40,351 |
| DENISE VAN DYNE | VP OF HUMAN RESOURCES Highest-paid employee | 40 | $171,183 | $38,302 |
| NATHAN ENDERS | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $188,816 | $16,810 |
| LORI KEARSING | VP OF STRATEGIC INITIATIVES Highest-paid employee | 40 | $166,472 | $23,784 |
| SHANNON HUNTER | RVP OF CARE MANAGEMENT Highest-paid employee | 40 | $157,977 | $30,205 |
| JAMES CARHART | VP OF DATA ENGINEERING AND SECURITY Highest-paid employee | 40 | $153,816 | $25,644 |
| JEAN JACOBSON | VP OF CLINICAL Highest-paid employee | 40 | $155,781 | $15,359 |
| GENO DECONDO | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LOU TEHEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRAD KOWALCZYK THRU 12-2023 | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY KLOSNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATTI HAYS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG SORRENTINO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAMES J MORRIS IV | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN O'BRIEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSEMARY LORELLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL JOSLYN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TANIA ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN CROSLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNE RICHEY THRU 3-2024 | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA KUCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF FOX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL C LANDERS THRU 1-2024 | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRIS DONOVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE MUPRHY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARC ANTONUCCI | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 258 GENESEE STREET, UTICA, NY 13502-4636
- In care of
- % JOHN F VON AHN
- Principal officer (990 for 2024)
- DEAN JOHNSTON, 258 GENESEE STREET, UTICA, NY 13502
- Signed the 990
- DEAN JOHNSTON, CFO
- Phone
- (315) 565-2612
- Website
- HTTPS://LIFEPLANCCONY.COM/
- Return prepared by
- BONADIO & CO LLP
Mission
EMPOWERING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR GAMILIES TO LIVE HAPPY, HEALTHY, AND MEANINGFUL LIVES.
Program accomplishments
- 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.Expenses $75,974,626 · revenue $84,265,766
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 92-1743599
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $73,972,203
- Income (IRS master file)
- $86,561,602
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $86,561,602 | $80,870,137 | $73,972,203 | IRS |
| 990 | December 2023 | $88,622,847 | $82,534,387 | $69,483,368 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-1743599).
Questions about LIFEPLAN NY INC
- What is the EIN of LIFEPLAN NY INC?
- The employer identification number (EIN) of LIFEPLAN NY INC is 92-1743599.
- Is LIFEPLAN NY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to LIFEPLAN NY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFEPLAN NY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFEPLAN NY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFEPLAN NY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LIFEPLAN NY INC?
- The 990 for the year ended December 31, 2024 names DEAN JOHNSTON.
- Who are the officers and directors of LIFEPLAN NY INC?
- The 990 for the year ended December 31, 2024 lists 29 people; 11 received compensation from the organization, the highest $118,687 (NICHOLAS CAPPOLETTI, CEO).
- How much revenue does LIFEPLAN NY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $86,561,602, expenses of $80,870,137 and total assets of $73,972,203 at year end.
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