LIFEPLAN NY INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

NICK CAPPOLETTI

Phone

3155652612

Tax Period

2023-01-01 to 2023-12-31

LIFEPLAN NY INC, founded in 2022, is a mid-sized nonprofit in the Human Services sector that reported $88.6M in total revenue in fiscal year 2023. Expenses of $82.5M left a modest 7% surplus.

Mission

EMPOWERING PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR GAMILIES TO LIVE HAPPY, HEALTHY, AND MEANINGFUL LIVES.

Program Service Accomplishments

Program 1

Expenses: $75,748,240 Revenue: $83,263,891

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...

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 2023, LIFEPLAN SERVED 19,245 INDIVIDUALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,211,476

Program Service Revenue $82,539,696

Investment Income $1,147,480

Other Revenue $724,195

TOTAL REVENUE $88,622,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,331,339

Fundraising Expenses $0

Program Expenses $75,748,240

Other Expenses $8,203,048

TOTAL EXPENSES $82,534,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,622,847	N/A	N/A
Expenses	$82,534,387	N/A	N/A
Net Income	$6,088,460	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1088

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,094,606

Total Directors

Key Employees

$438,141

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENO DECONDO	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
LOU TEHEN	CHAIR	1.00	Officer Director	$0	$0	$0
BRAD KOWALCZYK THRU 12-2023	DIRECTOR	1.00	Director	$0	$0	$0
KATHY KLOSNER	DIRECTOR	1.00	Director	$0	$0	$0
PATTI HAYS	DIRECTOR	1.00	Director	$0	$0	$0
GREG SORRENTINO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES J MORRIS IV	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
ROSEMARY LORELLO	DIRECTOR	1.00	Director	$0	$0	$0
PAUL JOSLYN	DIRECTOR	1.00	Director	$0	$0	$0
TANIA ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CROSLEY	DIRECTOR	1.00	Director	$0	$0	$0
ANNE RICHEY THRU 3-2024	DIRECTOR	1.00	Director	$0	$0	$0
LINDA KUCK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF FOX	DIRECTOR	1.00	Director	$0	$0	$0
PAUL C LANDERS THRU 1-2024	DIRECTOR	1.00	Director	$0	$0	$0
CRIS DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MUPRHY	DIRECTOR	1.00	Director	$0	$0	$0
MARC ANTONUCCI	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS CAPPOLETTI	CEO	40.00	Officer	$358,126	$40,072	$398,198
DEAN JOHNSTON	EVP CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$349,641	$15,783	$365,424
JOHN VON AHN	EVP OF GENERAL COUNSEL	40.00	Officer	$315,770	$15,214	$330,984
LAUREN JOHNSON ALBARONI	SVP OF QUALITY AND COMPLIANCE	40.00	Key Emp	$210,657	$10,925	$221,582
MARY RICHMOND	SVP OF CARE MANAGEMENT	40.00	Key Emp	$176,208	$40,351	$216,559
NATHAN ENDERS	CHIEF INFORMATION OFFICER	40.00	Highest	$188,816	$16,810	$205,626
DENISE VAN DYNE	VP OF HUMAN RESOURCES	40.00	Highest	$171,183	$38,302	$209,485
LORI KEARSING	VP OF STRATEGIC INITIATIVES	40.00	Highest	$166,472	$23,784	$190,256
SHANNON HUNTER	RVP OF CARE MANAGEMENT	40.00	Highest	$157,977	$30,205	$188,182
JEAN JACOBSON	VP OF CLINICAL	40.00	Highest	$155,781	$15,359	$171,140
JAMES CARHART	VP OF DATA ENGINEERING AND SECURITY	40.00	Highest	$153,816	$25,644	$179,460

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$88,622,847	$82,534,387	$69,483,368	$6,088,460