irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $3.64MCAREGIVER/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
- #2 $1.67MELDERSOURCE 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
named programs · 6 · from sources
What they call their work
Eldersource / NY Connects
Provides information, in-home geriatric assessments, care management, and linkage to aging services for adults 60+, people with disabilities, and caregivers in Monroe County.
Home-Safe-Home
Provides minor home safety modifications to prevent falls and connects clients to personal emergency response systems.
Long-term Care Ombudsman Program
Trained volunteer advocates who mediate care concerns for residents in nursing homes and assisted living facilities across eight Finger Lakes counties.
Powerful Tools for Caregivers
Workshop series designed to help caregivers improve self-care, manage stress, and maintain their health while supporting others.
Recovery & Wellness for Older Adults
In-home intervention, counseling, and care management for older adults struggling with substance abuse when traditional treatment is not effective.
Specialized Services for Families Caring for a Loved One with Dementia
Offers care coordination, respite care, support groups, memory cafes, family consultation, and education for caregivers of individuals with Alzheimer’s or dementia.
activities · 14 groups
What they do
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Elder Abuse and Legal Advocacy Services 2 activities
- Elder abuse intervention and preventionProvides elder abuse intervention and prevention services across ten Finger Lakes counties, including case management and advocacy.
- Technical assistance for multidisciplinary teams on financial exploitationIncubates and provides technical assistance to Enhanced Multidisciplinary Teams across New York State focused on prosecuting financial exploitation of older adults.
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Long-Term Care Advocacy & Provider Support 2 activities
- Future Care Planning ServicesProvides future care planning services at 1000 Elmwood Avenue in Rochester, helping older adults and families prepare for long-term care needs.
- Ombudsman program for long-term care facilitiesOperates an Ombudsman program that advocates for and mediates resident care issues in long-term care facilities across eight counties in New York State.
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Senior Congregate Centers 2 activities
- Lily Cafe operationOperates the Lily Cafe at the Maplewood Y, a facility serving older adults at 25 Driving Park Avenue in Rochester.
- Operation of older adult centersOperates two full-service older adult centers: the Wolk Cafe at Sibley Square and the Caroline "Lily" Lobozzo Center at Maplewood YMCA, providing social, wellness, and support services.
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Senior Independence Support Services 1 activity
- Direct services for older adults and caregiversProvides information, support, in-home assessments, care management, and care coordination to older adults and caregivers through programs like Eldersource and NY Connects, serving approximately 29,000 people annually in Monroe County and surrounding areas.
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Guardianship and Representative Payee Services 1 activity
- Financial management services for older adultsProvides financial management services to older adults across ten counties in the region.
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Fitness Training and Group Exercise Programs 1 activity
- Fitness and fall prevention programs for older adultsOffers evidence-based fitness and fall prevention classes including SAIL, Tai Chi for Arthritis & Fall Prevention, and Otago balance and strength training to improve strength, balance, and coordination in older adults.
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Patient and Family Support Services 1 activity
- Healthcare coordination for older adultsProvides healthcare coordination including scheduling medical appointments, advocating during appointments, and conducting medication reconciliation in the home.
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Home Accessibility Modifications 1 activity
- Home safety modifications and fall risk reductionPerforms minor home safety modifications to reduce fall risk and connects individuals to personal emergency response systems.
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Outpatient Substance Use Treatment 1 activity
- In-home intervention for older adults with substance use issuesProvides in-home intervention, assessment, care management, and counseling services for older adults experiencing substance use issues.
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Senior Advocacy and Civic Engagement 1 activity
- Management of state-level advocacy coalitionsManages the New York State Coalition on Elder Abuse and the New York State Caregiving & Respite Coalition to advance policy and systemic change.
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Arts-Based Dementia Engagement Programs 1 activity
- Memory cafés for people with dementiaHosts monthly pop-up memory cafés—informal social events with structured activities—for people living with dementia, their caregivers, and friends, held at rotating locations.
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Nonprofit Sector Research & Data Analysis 1 activity
- Research on aging and longevityPublishes reports on aging demographics, including the impact of increasing longevity and the aging baby boom generation, and produces the Longevity Focus report. Also publishes data on older adults and poverty in Rochester.
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Caregiver Support for Dementia and Aging 1 activity
- Support services for caregivers of individuals with dementiaProvides caregiver respite, support groups, wellness programming, education, and consultation for caregivers of individuals with Alzheimer’s or dementia across nine to ten Finger Lakes counties.
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Organizational Newsletter Production and Distribution 1 activity
- Weekly caregiver and professional resource emailSends a weekly email to caregivers and professionals containing resources, self-care tips, and information about upcoming events.
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financials · form 990 · fy2024
revenue
Total revenue$19.49M
Contributions & grants$2.31M12%
Program service revenue$16.95M87%
Investment income$112K1%
Other revenue$121K
expenses
Total expenses$18.75M
Program expenses87%
Admin / overhead11%
Fundraising1%
Salaries & benefits$10.72M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$14.95M
Cash$691K
Investments$1.93M
Liabilities$4.41M
Net assets$10.54M
Liquid reserves1.7 mo
6 years on record · 2019–2024 · YoY revenue +16.4%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 3
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ANN MARIE COOK | PRESIDENT/CEO | 37 | $211K |
| KARL HAGEN | CHIEF FINANCIAL OFFICER | 37 | $129K |
| JODY ROWE | CHIEF OPERATING OFFICER | 37 | $113K |
board members · 22
- BOB HARTMAN — MEMBER
- BUZ CODE ESQ — MEMBER
- CARMEN COLEMAN — MEMBER
- CINDY LOVETRO — MEMBER
- DAVID MACK — MEMBER
- DR ANKIT GARG — MEMBER
- DR BRIAN HEPPARD MD CMD — MEMBER
- DR MARIE AYDELOTTE — MEMBER
- DR ROBERT MCCANN — VICE CHAIR
- DR STEPHEN RYAN — MEMBER
- ERICKA ELLIOTT — MEMBER
- JARRETT FELTON — MEMBER
- JOHN CLARK — MEMBER
- JOHN FORNOF MPA — MEMBER
- JOHN LYNCH JR — MEMBER
- LARON ROWE PHD — CHAIR
- LIZ VEGA — SECRETARY
- LORI JANSEN — TREASURER
- LUCIA CASTILLEJO MS — MEMBER
- MICHAEL KAUFMAN — MEMBER
- MIGUEL VELAZQUEZ — MEMBER
- ROBERTA VANWINKLE — MEMBER
relationships · 7
Who they work with
- Eldersource Partner — Collaborates on care management services for older adults.
- Henrietta Older Adult Center Partner — Hosts Lifespan's annual fall prevention day event.
- Long-term care facilities in Monroe, Ontario, Genesee, Yates, Wyoming, Seneca, Wayne, Orleans and Livingston counties Partner — Assigned ombudsmen work within these facilities to address resident care concerns.
- Maplewood YMCA Partner — Co-locates older adult services, including the Caroline 'Lily' Lobozzo Center and Lily Cafe, within its facility on Driving Park Avenue.
- Not specified Partner — Partnerships not explicitly named in the text
- Sara Partner — Contact person for volunteer coordination in Monroe County
- The United Way of Greater Rochester Funder — Major funder supporting Lifespan's programs and services.
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Comprehensive Support Continuummethodology: comprehensive_support_continuumBy offering a coordinated continuum of information, advocacy, education, and direct services through a single point of contact, we produce more effective navigation of aging challenges because it reduces fragmentation and builds trust in service engagement.
- Evidence-Based Fall Preventionmethodology: fall_prevention_through_physical_activityBy implementing physical activity programs grounded in clinical evidence, we reduce fall risk and improve independence in older adults because targeted strength and balance training directly mitigates key physiological risk factors.
- Family Conflict Mediation in Caregivingmethodology: family_conflict_coachingBy using family conflict coaching, we improve care coordination and emotional well-being because structured communication support reduces relational barriers that otherwise undermine effective caregiving for frail older adults.
- Resident-Centered Advocacy Modelmethodology: resident-centered_advocacyBy deploying trained volunteer ombudsmen to support long-term care residents, we increase self-advocacy and systemic accountability because peer-level advocacy builds trust and surfaces unmet needs more effectively than institutional channels.