CDS WOLF FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CDS WOLF FOUNDATION INC (EIN 20-4311706)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349302029
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T08:39:00-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204311706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDS WOLF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CDSW | BusinessNameControlTxt |
| Phone | 5853414600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 HARD RD | AddressLine1Txt |
| City | WEBSTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY CONSADINE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5853414600 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA NUCCI | PreparerPersonNm |
| PTIN | P02216284 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW SEWNAUTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 HARD RD | AddressLine1Txt |
| City | WEBSTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,634,756 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CDSLIFETRANSITIONS.ORG/WOLF-FOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT AND BENEFIT THE CHARITABLE ACTIVITIES OF CDS MONARCH, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,185,333 | PYContributionsGrantsAmt |
| CY Contributions Grants | $695,808 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $213,782 | PYInvestmentIncomeAmt |
| CY Investment Income | $734,043 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$132,494 | PYOtherRevenueAmt |
| CY Other Revenue | -$62,567 | CYOtherRevenueAmt |
| PY Total Revenue | $2,266,621 | PYTotalRevenueAmt |
| CY Total Revenue | $1,367,284 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $405,883 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,304,693 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $96,065 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $181,771 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $492,873 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $257,495 | PYOtherExpensesAmt |
| CY Other Expenses | $311,102 | CYOtherExpensesAmt |
| PY Total Expenses | $759,443 | PYTotalExpensesAmt |
| CY Total Expenses | $1,797,566 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,507,178 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$430,282 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,011,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,249,070 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $506,618 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,910,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,742,452 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE CDS WOLF FOUNDATION SEEKS DONATIONS TO HELP SUPPORT THE GROWTH AND EXPANSION OF CDS LIFE TRANSITIONS' COMMUNITY SERVICES AND UNFUNDED AREAS OF NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,304,693 | ExpenseAmt |
| Grant | $1,304,693 | GrantAmt |
| Desc | THE CDS WOLF FOUNDATION SEEKS DONATIONS TO HELP SUPPORT THE GROWTH AND EXPANSION OF CDS LIFE TRANSITIONS' COMMUNITY SERVICES AND UNFUNDED AREAS OF NEED. | Desc |
| Total Program Service Expenses | $1,304,693 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY CONSADINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5853414600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 HARD RD | AddressLine1Txt |
| City | WEBSTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14580 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DOUG GOSNELL | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW NAPIERALA | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHUCK FYLES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAD MONHEIM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MANUEL | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK WOLF | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LTG RET ROBERT T DAIL | |||||||
| HONORARY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAJ GEN RET ROBERT W MIXON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YVONNE SEWNAUTH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN MCMAHON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THERESA POPE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANKAR SEWNAUTH | |||||||
| PRESIDENT EMERITUS (AS OF 2/1); CEO (THROUGH 1/31) | 1.00 | Yes (X) | $0 | $1,051,156 | $21,463 | 40.00 | |
| JUDY CONSADINE | |||||||
| CFO (AS OF 2/1); CAO (THROUGH 1/31) | 1.00 | Yes (X) | $0 | $369,225 | $1,456 | 40.00 | |
| ANDREW SEWNAUTH | |||||||
| CEO (AS OF 2/1); PRESIDENT & COO(THROUGH 1/31) | 1.00 | Yes (X) | $0 | $469,333 | $23,348 | 40.00 | |
| RICHARD FERRARI | |||||||
| EXEC ADVISOR TO THE CEO (AS OF 2/1); CFO(THRU 1/31 | 1.00 | Yes (X) | $0 | $341,917 | $17,666 | 40.00 | |
| THOMAS DEROLLER | |||||||
| EXECUTIVE DIRECTOR OF CDS WOLF FOUNDATION | 1.00 | Yes (X) | $53,572 | $0 | $1,407 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $53,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,231,631 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,340 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $505,309 | FundraisingAmt |
| Related Organizations | $36,431 | RelatedOrganizationsAmt |
| All Other Contributions | $154,068 | AllOtherContributionsAmt |
| Total Contributions | $695,808 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $734,043 | TotalRevenueColumnAmt |
| Exclusion | $734,043 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $203,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $505,309 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $267,472 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,672 | TotalRevenueColumnAmt |
| Exclusion | -$63,672 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,105 | TotalRevenueColumnAmt |
| Exclusion | $1,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,105 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,367,284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $671,476 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,693 | TotalAmt |
| Program Services | $1,304,693 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,296 | TotalAmt |
| Fundraising | $156,296 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,134 | TotalAmt |
| Fundraising | $13,134 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,341 | TotalAmt |
| Fundraising | $12,341 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,978 | TotalAmt |
| Fundraising | $177,978 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,029 | TotalAmt |
| Fundraising | $15,029 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,650 | TotalAmt |
| Fundraising | $2,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,748 | TotalAmt |
| Fundraising | $9,748 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,364 | TotalAmt |
| Fundraising | $16,364 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,263 | TotalAmt |
| Fundraising | $12,263 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768 | TotalAmt |
| Fundraising | $768 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,376 | TotalAmt |
| Fundraising | $1,376 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972 | TotalAmt |
| Fundraising | $972 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203 | TotalAmt |
| Fundraising | $2,203 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728 | TotalAmt |
| Fundraising | $728 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| CREDIT LOSS | $51,050 | $51,050 |
| BANK CHARGES | $6,988 | $6,988 |
| DUES, SUBSCRIPTIONS & B | $4,908 | $4,908 |
| MISCELLANEOUS | $4,714 | $4,714 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,363 | TotalAmt |
| Fundraising | $3,363 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,566 | TotalAmt |
| Program Services | $1,304,693 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $492,873 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,553,523 | BOYAmt |
| EOY | $5,381,879 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,150 | BOYAmt |
| EOY | $13,500 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490 | BOYAmt |
| EOY | $37,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,815 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,815 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,151,414 | BOYAmt |
| EOY | $14,815,514 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486 | BOYAmt |
| EOY | $588 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,011,063 | BOYAmt |
| EOY | $20,249,070 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,283 | BOYAmt |
| EOY | $4,438 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,171 | BOYAmt |
| EOY | $502,180 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,454 | BOYAmt |
| EOY | $506,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,857,441 | BOYAmt |
| EOY | $19,709,382 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,168 | BOYAmt |
| EOY | $33,070 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,910,609 | BOYAmt |
| EOY | $19,742,452 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,011,063 | BOYAmt |
| EOY | $20,249,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$430,282 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,301,327 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$39,202 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| CDS MONARCH INC | ||||
| 161089115 | 7 | Yes (1) | $850,000 | $0 |
| WARRIOR SALUTE VETERAN SERVICES INC | ||||
| 810683003 | 7 | 0 | $454,693 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,304,693 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1 | WARRIOR SALUTE VETERAN SERVICES, INC.- DURING 2016, THE WARRIOR SALUTE PROGRAM, RUN BY CDS MONARCH, INC., THE SOLE SUPPORTED ORGANIZATION LISTED IN THE FOUNDATION'S BY-LAWS, BECAME ITS OWN ENTITY, WARRIOR SALUTE VETERAN SERVICES, INC., (EIN 81-0683003) A CORPORATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. WARRIOR SALUTE VETERAN SERVICES, INC., WAS DETERMINED BY THE IRS AS OF FEBRUARY 25, 2016 TO BE A PUBLIC CHARITY UNDER IRC 170(B)(1)(A)(VI). THE FOUNDATION CONSIDERS THIS TO BE A CONTINUING HISTORICAL RELATIONSHIP AS IT IS A PROGRAM THAT WAS PREVIOUSLY SUPPORTED BY CONTRIBUTIONS DESIGNATED AS SUCH WHEN GRANTED TO CDS MONARCH, INC. IN ADDITION, WARRIOR SALUTE VETERAN SERVICES, INC. IS CONSIDERED A RELATED PARTY TO CDS MONARCH, INC. AS ITS SOLE CORPORATE MEMBER IS CDS LIFE TRANSITIONS, INC., WHICH SHARES A COMMON BOARD AND MANAGEMENT WITH CDS MONARCH, INC. ALL CONTRIBUTIONS DESIGNATED FOR WHAT WAS PREVIOUSLY THE WARRIOR SALUTE PROGRAM RUN BY CDS MONARCH, INC. WERE DIVERTED TO WARRIOR SALUTE VETERAN SERVICES, INC. THE FOUNDATION ANTICIPATES CONTINUED SUPPORT TO THIS ORGANIZATION AS IT WAS INITIALLY RUN AND CONTINUES TO BE SUPPORTED BY MANAGEMENT OF CDS MONARCH, INC. |
| PART IV, SECTION A, LINE 2 | REFER TO THE EXPLANATION FOR PART IV, SECTION A, LINE 1 FOR EXPLANATION OF THE CIRCUMSTANCES SURROUNDING THE "YES" ANSWER TO THIS LINE. |
| PART IV, SECTION B, LINE 2 | REFER TO THE EXPLANATION FOR PART IV, SECTION A, LINE 1 FOR EXPLANATION OF THE CIRCUMSTANCES SURROUNDING THE "YES" ANSWER TO THIS LINE. |
| SCHEDULE A, LINE 12G | REFER TO THE EXPLANATION FOR PART IV, SECTION A, LINE 1 FOR EXPLANATION OF THE CIRCUMSTANCES SURROUNDING THE "YES" ANSWER TO THIS LINE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,815 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,815 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIES | Desc |
| Amt | $502,180 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $502,180 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $609,915 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $421,115 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $188,800 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $154,553 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $79,712 | OtherDirectExpensesEvent1Amt |
| Event2 | BOWLING TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $41,485 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $33,985 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,704 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $4,537 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $57,709 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $50,209 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,500 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,973 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,993 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $709,109 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $505,309 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $203,800 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $169,230 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $98,242 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $267,472 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$63,672 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CDS MONARCH INC | ||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 161089115 | 501C3 | $850,000 | $0 | TO HELP CDS MONARCH, INC. IN ITS TAX-EXEMPT PURPOSE |
| WARRIOR SALUTE VETERAN SERVICES INC | ||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 810683003 | 501C3 | $454,693 | $0 | TO HELP WARRIOR SALUTE VETERAN SERVICES, INC. IN ITS TAX-EXEMPT PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANKAR SEWNAUTH | ||||||||||||||
| PRESIDENT EMERITUS (AS OF 2/1); CEO | $0 | $341,567 | $0 | $204,196 | $0 | $505,393 | $0 | $1,456 | $0 | $20,007 | $0 | $1,072,619 | $0 | $0 |
| ANDREW SEWNAUTH | ||||||||||||||
| CEO (AS OF 2/1); PRESIDENT & COO(THR | $0 | $353,119 | $0 | $86,130 | $0 | $30,084 | $0 | $1,456 | $0 | $21,892 | $0 | $492,681 | $0 | $0 |
| JUDY CONSADINE | ||||||||||||||
| CFO (AS OF 2/1); CAO (THROUGH 1/31) | $0 | $286,949 | $0 | $63,100 | $0 | $19,176 | $0 | $1,456 | $0 | $0 | $0 | $370,681 | $0 | $0 |
| RICHARD FERRARI | ||||||||||||||
| EXEC ADVISOR TO THE CEO (AS OF 2/1); | $0 | $257,737 | $0 | $68,500 | $0 | $15,680 | $0 | $1,456 | $0 | $16,210 | $0 | $359,583 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | SANKAR SEWNAUTH, CEO THROUGH 1/31, PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F) SPONSORED BY CDS LIFE TRANSITIONS, INC., A RELATED ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SANKAR SEWNAUTH, EX-OFFICIO DIRECTOR, AND YVONNE SEWNAUTH, BOARD MEMBER, ARE RELATED THROUGH MARRIAGE. ANDREW SEWNAUTH, CEO AS OF 2/1, IS THE CHILD OF BOTH SANKAR SEWNAUTH AND YVONNE SEWNAUTH. |
| 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 WITH THE IRS. |
| 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 RESOULTION AS NEEDED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATON 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. THERE WAS NO CHANGE TO THE ORGANIZATION'S PROCESS FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CDS MONARCH INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 161089115 | PROVIDES SERVICES TO DEVELOPMENTALLY DISABLED PERSONS OF ALL AGES | NY | 501(C)(3) | LINE 7 | N/A | 0 | |
| JNG INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 201950813 | PROVIDES HOUSING FOR DISABLED ADULTS | NY | 501(C)(3) | LINE 12A, I | 0 | CDS MONARCH INC | |
| CONFAC GROUP HOMES INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 222342953 | PROVIDES HOUSING FOR DISABLED ADULTS | NY | 501(C)(3) | LINE 12A, I | 0 | CDS MONARCH INC | |
| CDS HOUSING DEVELOPMENT FUND CORPORATION INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 161425111 | PROVIDES HOUSING FOR DISABLED ADULTS | NY | 501(C)(3) | LINE 12A, I | 0 | CDS MONARCH INC | |
| LTR HOUSING CORPORATION INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 161605654 | PROVIDES HOUSING FOR DISABLED ADULTS | NY | 501(C)(3) | LINE 12A, I | 0 | CDS MONARCH INC | |
| MSL HOUSING DEVELOPMENT FUND CORPORATION INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 273407765 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | 0 | CDS MONARCH INC | |
| CDS MSL HARD ROAD 1 HOUSING DEVELOPMENT FUND CO INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 465005617 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | 0 | CDS MONARCH INC | |
| ICIRCLE SERVICES OF THE FINGER LAKES INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 462602391 | PROMOTES INDIVIDUAL CENTERED HEALTH AND RELATED CARE | NY | 501(C)(3) | LINE 10 | 0 | CDS MONARCH INC | |
| CDS LIFE TRANSITIONS INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 475672694 | PROVIDE MANAGEMENT AND OTHER GENERAL SERVICES TO CDS ENTITIES | NY | 501(C)(3) | LINE 12B, II | 0 | CDS MONARCH INC | |
| WARRIOR SALUTE VETERAN SERVICES INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 810683003 | PROVIDES VETERAN SERVICES | NY | 501(C)(3) | LINE 7 | 0 | CDS LIFE TRANSITIONS INC | |
| CDS MSL HARD ROAD 2 HOUSING DEVELOPMENT FUND CO INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 822406389 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | 0 | CDS LIFE TRANSITIONS INC | |
| CDS ELMIRA SENIOR LIVING HOUSING DEVELOPMENT FUND CO INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 384044548 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | 0 | CDS LIFE TRANSITIONS INC | |
| CDS CICERO SENIOR LIVING HOUSING DEVELOPMENT FUND CO INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 371904586 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | 0 | CDS LIFE TRANSITIONS INC | |
| CDS CLIFFORD AVE HOUSING DEVELOPMENT FUND CO INC | |||||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 853773697 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | 0 | CDS LIFE TRANSITIONS INC | |
| MONARCH COMMONS HDFC INC | |||||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 871319947 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | Yes (1) | CDS LIFE TRANSITIONS INC | |
| CDS BUFFALO 78 HDFC INC | |||||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 871114754 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | Yes (1) | CDS LIFE TRANSITIONS INC | |
| CDS STATE STREET APARTMENTS HDFC INC | |||||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 882200818 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | 501(C)(3) | LINE 12A, I | Yes (1) | CDS LIFE TRANSITIONS INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| MONARCH SENIOR LIVING LP | |||||||||
| 840 HOLT ROAD | WEBSTER | NY | 14580 | 275336936 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| CDS MSL HARD ROAD 1 LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 320432300 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| CDS ELMIRA SENIOR LIVING LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 611850530 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| CDS MSL HARD ROAD 2 LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 822343017 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| CDS CICERO SENIOR LIVING LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 320573193 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| CDS CLIFFORD AVE LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 853459772 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| MONARCH COMMONS LLC | |||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 863890321 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| CDS BUFFALO 78 LLC | |||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 863933642 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| CDS STATE STREET APARTMENTS LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 881811268 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
| BAYTOWN APARTMENTS LLC | |||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 871640740 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MONARCH SENIOR LIVING GP INC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 275336675 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| CDS MSL MM LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 464688864 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| CDS ELMIRA SENIOR LIVING MM LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 352600011 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| CDS MSL MM 2 LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 352601222 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| CDS CICERO SENIOR LIVING MM LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 384087568 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| CDS CLIFFORD AVE MM LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 853479946 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| MONARCH COMMONS MM LLC | |||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 863905706 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| CDS BUFFALO 78 MM LLC | |||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 863962028 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| CDS STATE STREET APARTMENTS MM LLC | |||||||||
| 860 HARD ROAD | WEBSTER | NY | 14580 | 881837986 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| BAYTOWN APARTMENTS MM LLC | |||||||||
| 860 HARD RD | WEBSTER | NY | 14580 | 920814842 | PROVIDES HOUSING TO PERSONS OF LOW INCOME | NY | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CDS MONARCH INC | ||
| B | $850,000 | COST BASIS |
| WARRIOR SALUTE VETERAN SERVICES INC | ||
| B | $454,693 | COST BASIS |
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