2024-05-15T13:33:28-05:00 2022-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-01-01 475672694 CDS LIFE TRANSITIONS INC CDSL 5853414600 860 HARD RD WEBSTER NY 14580 JUDY CONSADINE CHIEF FINANCIAL OFFICER 5853414600 2023-12-13 1 JUDY CONSADINE XXX-XX-XXXX 1 NANCY J SNYDER P01340545 5853811000 2023-12-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ANDREW SEWNAUTH 860 HARD RD WEBSTER NY 14580 45885843 0 X WWW.CDSLIFETRANSITIONS.ORG X 2016 NY TO PROMOTE AND SUPPORT COMMUNITY HEALTH AND THE WELLBEING OF SENIORS, THE INFIRM, DEVELOPMENTALLY DISABLED PERSONS, AND OTHER PERSONS WITH DISABILITIES RESIDING IN ROCHESTER, NEW YORK AND THE FINGER LAKES REGIONS INCLUDING, AND MORE SPECIFICALLY, BY SUPPORTING THE ACTIVITIES OF CDS MONARCH, INC. AND SUCH OTHER AFFILIATED ENTITIES CURRENTLY EXISTING OR THAT ARE TO BE FORMED, FILL THE MISSION OF CDS LIFE TRANSITIONS, INC. AND/OR CDS MONARCH, INC. 12 12 539 12 0 0 3693202 107933 38797788 45723057 2286 18396 4941 36457 42498217 45885843 910000 10000 0 0 28054186 31590660 0 0 0 6516198 6564533 35480384 38165193 7017833 7720650 27377961 27143885 14374688 6535839 13003273 20608046 X TO CHAMPION OUR CONSTITUENT ORGANIZATIONS IN PROVIDING EXCEPTIONAL, HOLISTIC AND INNOVATIVE SUPPORT FOR THE PEOPLE THEY SERVE. OUR VISIONARY, INTEGRATED STEWARDSHIP PROVIDES LIFE OPPORTUNITIES AND EMPOWERS INDIVIDUALS AND THEIR FAMILIES TO LIVE MORE FULFILLING AND INDEPENDENT LIVES. 0 0 3053187 6617302 PROVIDES MANAGEMENT AND OTHER GENERAL SERVICES TO CDS AND OTHER ENTITIES SERVING THE SAME POPULATION. 800868 10000 4747155 CDS HOUSING, LLC, A SINGLE MEMBER LLC OF CDS LIFE TRANSITIONS, INC. PROVIDES MODERN AND AFFORDABLE COMMUNITY-BASED HOUSING FOR SENIOR CITIZENS, INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, VETERANS, AND FAMILIES. 26536328 34395057 PRIME CARE COORDINATION, LLC OPERATES AS A CARE COORDINATION ORGANIZATION FOR THE COORDINATION OF HOME AND COMMUNITY-BASED SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 30390383 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 1 58 0 539 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JUDY CONSADINE 5853414600 860 HARD ROAD WEBSTER NY 14580 GREGORY GRIBBEN BOARD CHAIR 1.00 X X 0 0 0 MARK PETERSON BOARD VICE CHAIR 1.00 X X 0 0 0 JENNIFER CARLSON BOARD VICE CHAIR 1.00 X X 0 0 0 PATRICK MANUEL TREASURER 1.00 X X 0 0 0 RICHARD YARMEL SECRETARY 1.00 X X 0 0 0 GLENN PEZZULO BOARD MEMBER 1.00 X 0 0 0 JEAN LOWE BOARD MEMBER 1.00 X 0 0 0 WILLIAM WOODARD BOARD MEMBER 1.00 X 0 0 0 TIMOTHY THANEY BOARD MEMBER 1.00 X 0 0 0 DARYL TIFFIN BOARD MEMBER 1.00 X 0 0 0 JAMES EVANS BOARD MEMBER 1.00 X 0 0 0 TIMOTHY POPE BOARD MEMBER 1.00 X 0 0 0 SANKAR SEWNAUTH CEO 40.00 1.00 X 846237 0 19954 ANDREW SEWNAUTH PRESIDENT/COO 40.00 1.00 X 335688 0 21704 RICHARD FERRARI CORPORATE CFO 40.00 1.00 X 375544 0 16441 JUDY CONSADINE EVP OF FINANCE 40.00 1.00 X 291180 0 1394 KATIE WAGNER EXECUTIVE DIRECTOR 40.00 1.00 X 228845 0 8629 BRIAN STEPHENSON VP OF HUMAN RESOURCES 40.00 X 180018 0 1394 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLOGY 40.00 X 174962 0 26478 PATRICIA ARCESE VP OF COMPLIANCE & QUALITY IMPROVEMENT 40.00 X 146453 0 1394 TERRIA THOMPSON VP OF OPERATIONS 40.00 X 135829 0 17423 ERIK BECK DIRECTOR OF APPLICATION AND DATA SERVICES 40.00 X 133542 0 1394 2848298 0 116205 10 0 1 0 CSD HOUSING 642 KREAG RD SUITE 301 PITTSFORD NY 14534 CONSULTING SERVICES 200000 JUSTIN MCCARTHY CONSULTING LLC 63 OAKWOOD ST ALBANY NY 12208 CONSULTING SERVICES 120000 2 107933 107933 MEDICAID 561499 34395057 34395057 MANAGEMENT FEE REVENUE 561000 11328000 11328000 45723057 18396 18396 MISCELLANEOUS 900099 36457 36457 36457 45885843 45759514 0 18396 10000 10000 1908141 1908141 24332740 21049340 3283400 261862 218553 43309 2906077 2667330 238747 2181840 1827702 354138 158073 8384 149689 85151 85151 1485361 980486 504875 129512 4604 124908 135469 110096 25373 805130 619886 185244 416425 365285 51140 171373 48379 122994 102145 63064 39081 204457 192986 11471 119264 102644 16620 EQUIPMENT & RENTAL MAIN 1847633 1575172 272461 OTHER 483183 248978 234205 TELEPHONE 317050 268048 49002 NON-ALLOWABLE COSTS 104307 29446 74861 38165193 30390383 7774810 0 20581010 16980297 1134215 1154343 194077 282913 1685535 1095737 859133 589798 4609526 8136534 27377961 27143885 4560083 4544118 5028633 947608 4785972 1044113 14374688 6535839 X 13003273 20608046 13003273 20608046 27377961 27143885 7720650 -115877 0 X X 0 1 X 1 0 X X 1 CDS MONARCH INC 161089115 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 122325 122325 0 PART II-B, LINE 1: LOBBYING SERVICES BEFORE FEDERAL & NEW YORK STATE GOVERNMENT 91036 24881 66155 99448 68679 30769 1495051 1002177 492874 589798 DUE FROM RELATED PARTIES 5226417 OTHER 255715 RESTRICTED DEPOSITS 1365550 OPERATING LEASE RIGHT-OF-USE ASSETS 492788 INVESTMENTS 796064 8136534 OPERATING LEASE LIABILITY 503090 OTHER 129979 DUE TO RELATED PARTIES 411044 1044113 0 CDS WOLF FOUNDATION INC 860 HARD ROAD WEBSTER NY 14580 204311706 501(C)(3) 10000 0 TO ASSIST WITH THE MISSION OF THE CDS WOLF FOUNDATION, INC. PART I, LINE 2: THE AMOUNT OF GRANTS IS DEPENDENT ON THE OPERATIONAL RESULTS AND CERTAIN OTHER KEY FINANCIAL INDICATORS OF CDS LIFE TRANSITIONS, INC. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 SANKAR SEWNAUTH CEO 522636 0 246300 0 77301 0 1394 0 18560 0 866191 0 0 0 RICHARD FERRARI CORPORATE CFO 286296 0 79100 0 10148 0 1394 0 15047 0 391985 0 0 0 ANDREW SEWNAUTH PRESIDENT/COO 253916 0 66449 0 15323 0 1394 0 20310 0 357392 0 0 0 JUDY CONSADINE EVP OF FINANCE 222267 0 49827 0 19086 0 1394 0 0 0 292574 0 0 0 KATIE WAGNER EXECUTIVE DIRECTOR 171242 0 42228 0 15375 0 1394 0 7235 0 237474 0 0 0 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLOGY 148323 0 18030 0 8609 0 1394 0 25084 0 201440 0 0 0 BRIAN STEPHENSON VP OF HUMAN RESOURCES 151884 0 18000 0 10134 0 1394 0 0 0 181412 0 0 0 TERRIA THOMPSON VP OF OPERATIONS 114329 0 13500 0 8000 0 1394 0 16029 0 153252 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANION IS A BENEFIT LIMITED TO THE PRESIDENT/CEO. A BUSINESS PURPOSE FOR THE PRESENCE OF THE COMPANION WAS SUBSTANTIATED. REIMBURSEMENT FOR THESE EXPENSES WERE NOT CONSIDERED TAXABLE. PART I, LINE 4B SANKAR SEWNAUTH, CEO, PARTICIPATES IN A SUPPLEMENTAL, NON-QUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F). SANKAR SEWNAUTH CEO 52024 ABIGAYLE SEWNAUTH, DAUGHTER OF SANKAR SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANZATION. 0 SANKAR SEWNAUTH CEO 357391 ANDREW SEWNAUTH, SON OF SANKAR SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANIZATION. 0 ANDREW SEWNAUTH PRESIDENT/COO 866191 SANKAR SEWNAUTH, FATHER OF ANDREW SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION. 0 ANDREW SEWNAUTH PRESIDENT/COO 52024 ABIGAYLE SEWNAUTH, SISTER OF ANDREW SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION. 0 PAGE 1, SECTION B AMENDED RETURN 990 WAS AMENDED TO ADD KATIE WAGNER'S COMPENSATION INFORMATION TO SECTION VII, WHO IS AN OFFICER OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S FINAL FORM 990 WAS PROVIDED IN ELECTRONIC FORM TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS WRITTEN CONFLICT OF INTEREST POLICY BY REQUIRING ALL EMPLOYEES, VOLUNTEERS, CONSULTANTS, AND BOARD MEMBERS UPON JOINING THE ORGANIZATION AND ANNUALLY THEREAFTER TO REVIEW, COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO REPORT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. REPORTS OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE REPORTED TO THE DIRECTOR OF QA, THE EXECUTIVE TEAM, OR TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR RESOLUTION, AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION STUDY, AND APPROVAL BY THE BOARD OF DIRECTORS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. THE ORGANIZATION'S PROCESSES OR PROCEDURES HAVE NOT CHANGED FROM THE PRIOR YEAR. 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