2024-11-13T08:39:00-06:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 475672694 CDS LIFE TRANSITIONS INC CDSL 5853414600 860 HARD RD WEBSTER NY 14580 JUDY CONSADINE CHIEF FINANCIAL OFFICER 5853414600 2024-11-12 1 1 AMANDA NUCCI P02216284 5853811000 2024-11-05 2023 2024-10-15 13:58:12Z ANDREW SEWNAUTH 860 HARD RD WEBSTER NY 14580 48722300 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. 13 13 537 13 0 0 107933 175000 45723057 47416519 18396 880785 36457 249996 45885843 48722300 10000 660000 0 0 31590660 36331040 0 0 0 6564533 7390036 38165193 44381076 7720650 4341224 27143885 30814698 6535839 5855268 20608046 24959430 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 3725652 600000 6169534 PROVIDES MANAGEMENT AND OTHER GENERAL SERVICES TO CDS AND OTHER ENTITIES SERVING THE SAME POPULATION. 1091280 60000 1256971 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. 32277712 40210791 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. 37094644 1 1 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 51 0 537 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 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 TIMOTHY POPE BOARD MEMBER 1.00 X 0 0 0 ANDY LOPEZ-WILLIAMS BOARD MEMBER 1.00 X 0 0 0 SANKAR SEWNAUTH PRESIDENT EMERITUS (AS OF 2/1); CEO (THROUGH 1/31) 40.00 1.00 X 1051156 0 21463 ANDREW SEWNAUTH CEO (AS OF 2/1); PRESIDENT & COO(THROUGH 1/31) 40.00 1.00 X 469333 0 1456 JUDY CONSADINE CFO(AS OF 2/1); CAO(THROUGH 1/31) 40.00 1.00 X 369225 0 1456 KATIE WAGNER EXECUTIVE DIRECTOR 40.00 1.00 X 294020 0 9261 RICHARD FERRARI EXEC ADVISOR TO THE CEO (AS OF 2/1);CFO(THRU 1/31) 40.00 1.00 X 341917 0 17666 BRIAN STEPHENSON VP OF HUMAN RESOURCES 40.00 X 181500 0 1456 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLO 40.00 X 175968 0 28511 REBECCA HENDERSON VP OF FINANCE 40.00 X 176095 0 11114 TERRIA THOMPSON VP OF OPERATIONS 40.00 X 149862 0 18726 3209076 0 111109 8 0 1 0 CSD HOUSING 642 KREAG RD SUITE 301 PITTSFORD NY 14534 CONSULTING SERVICES 193000 JUSTIN MCCARTHY CONSULTING LLC 63 OAKWOOD ST ALBANY NY 12208 CONSULTING SERVICES 120000 2 175000 175000 MEDICAID 561499 40210791 40210791 MANAGEMENT FEE REVENUE 561000 7205728 7205728 47416519 880785 880785 MISCELLANEOUS 900099 249996 220777 29219 249996 48722300 47637296 0 910004 660000 660000 1201053 1201053 28843821 25404895 3438926 397489 323572 73917 3340930 3087242 253688 2547747 2181969 365778 112948 454 112494 74800 74800 1699210 1189858 509352 243479 243479 132776 111162 21614 793572 556191 237381 787171 730284 56887 362619 79831 282788 12996 12996 200265 189284 10981 137759 120126 17633 EQUIPMENT & RENTAL MAIN 2025778 1769900 255878 OTHER 489768 417395 72373 TELEPHONE 302332 256279 46053 NON-ALLOWABLE COSTS 14563 3206 11357 44381076 37094644 7286432 0 16980297 23276526 1154343 1472228 282913 433096 1432730 997007 589798 435723 8136534 5197125 27143885 30814698 4544118 4641174 947608 1044113 1214094 6535839 5855268 X 20608046 24959430 20608046 24959430 27143885 30814698 4341224 10160 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 145000 1 145000 0 98836 30367 68469 43976 39113 4863 1289918 927527 362391 435723 DUE FROM RELATED PARTIES 1896237 OTHER 253674 RESTRICTED DEPOSITS 1366916 OPERATING LEASE RIGHT-OF-USE ASSETS 609575 INVESTMENTS 1070723 5197125 OPERATING LEASE LIABILITY 405043 OTHER 274605 DUE TO RELATED PARTIES 534446 1214094 1 CDS MONARCH INC 860 HARD ROAD WEBSTER NY 14580 161089115 501(C)(3) 660000 0 TO HELP CDS MONARCH, INC. IN ITS TAX-EXEMPT PURPOSE 1 0 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 PRESIDENT EMERITUS (AS OF 2/1); CEO 341567 0 204196 0 505393 0 1456 0 20007 0 1072619 0 0 0 ANDREW SEWNAUTH CEO (AS OF 2/1); PRESIDENT & COO(THR 353119 0 86130 0 30084 0 21892 0 0 0 491225 0 0 0 JUDY CONSADINE CFO(AS OF 2/1); CAO(THROUGH 1/31) 286949 0 63100 0 19176 0 1456 0 0 0 370681 0 0 0 RICHARD FERRARI EXEC ADVISOR TO THE CEO (AS OF 2/1); 257737 0 68500 0 15680 0 1456 0 16210 0 359583 0 0 0 KATIE WAGNER EXECUTIVE DIRECTOR 226192 0 52459 0 15369 0 1456 0 7805 0 303281 0 0 0 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLO 149119 0 18390 0 8459 0 1456 0 27055 0 204479 0 0 0 REBECCA HENDERSON VP OF FINANCE 158161 0 9914 0 8020 0 1456 0 9658 0 187209 0 0 0 BRIAN STEPHENSON VP OF HUMAN RESOURCES 154689 0 18360 0 8451 0 0 0 0 0 181500 0 0 0 TERRIA THOMPSON VP OF OPERATIONS 125307 0 15300 0 9255 0 1456 0 17270 0 168588 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 THOUGH 1/31, PARTICIPATED IN A SUPPLEMENTAL, NON-QUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F). SANKAR SEWNAUTH CEO ABIGAYLE SEWNAUTH, DAUGHTER OF SANKAR SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANZATION. 0 SANKAR SEWNAUTH CEO ANDREW SEWNAUTH, SON OF SANKAR SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANIZATION. 0 ANDREW SEWNAUTH PRESIDENT/COO SANKAR SEWNAUTH, FATHER OF ANDREW SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION. 0 ANDREW SEWNAUTH PRESIDENT/COO ABIGAYLE SEWNAUTH, SISTER OF ANDREW SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION. 0 FORM 990, PART VI, SECTION A, LINE 2 ANDREW SEWNAUTH, CEO AS OF 2/1, IS THE CHILD OF SANKAR SEWNAUTH, EX-OFFICIO DIRECTOR. 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: NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. 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