2021-03-04T09:16:39-06:00 2018-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2018-01-01 462602391 ICIRCLE SERVICES OF THE FINGER LAKES INC ICIR 8444247253 860 HARD RD WEBSTER NY 14580 MARK CURLETTA INTERIM CFO 5853471209 2021-02-24 1 RICHARD LEICHT P01378913 5853811000 2018 2022-09-23 18:48:47Z X SANKAR SEWNAUTH 860 HARD RD WEBSTER NY 14580 129659726 0 X WWW.ICIRCLECNY.ORG X 2013 NY TO PROVIDE MEMBERS WITH HIGH-QUALITY HEALTH AND SOCIAL SERVICES THAT ARE CULTURALLY-APPROPRIATE, COMMUNITY-INTEGRATED, AND TAILORED TO THEIR INDIVIDUAL NEEDS, ENSURING A POSITIVE IMPACT ON THEIR PERSONAL HEALTH, LIFESTYLE, AND INDEPENDENCE. 17 17 167 0 0 0 948331 100000 89412457 129559726 0 0 0 0 90360788 129659726 0 15000 0 0 7177933 10400763 0 0 0 80212281 125902076 87390214 136317839 2970574 -6658113 15806502 22914225 16460770 30662443 -654268 -7748218 TO PROVIDE MEMBERS WITH HIGH-QUALITY HEALTH AND SOCIAL SERVICES THAT ARE CULTURALLY-APPROPRIATE, COMMUNITY-INTEGRATED, AND TAILORED TO THEIR INDIVIDUAL NEEDS, ENSURING A POSITIVE IMPACT ON THEIR PERSONAL HEALTH, LIFESTYLE, AND INDEPENDENCE. 0 0 134212965 129559726 MANAGED LONG TERM CARE INSURANCE3067 INDIVIDUALS SERVED 404421 15000 DEVELOPMENTAL DISABILITIES INDIVIDUAL SUPPORT AND CARE COORDINATION ORGANIZATION 134617386 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 203 0 167 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 1 0 NY X MARK CURLETTA 5853471209 860 HARD RD WEBSTER NY 14580 GREGORY GRIBBEN BOARD CHAIR 1.00 X X 0 0 0 MARY WALSH-BOATFIELD BOARD MEMBER 1.00 X 0 0 0 HILDA ROSARIO-ESCHER BOARD MEMBER 1.00 X 0 0 0 EDWARD HAYES BOARD MEMBER 1.00 X 0 0 0 ROBERT RELPH BOARD VICE CHAIR 1.00 X X 0 0 0 RENE' SNYDER BOARD MEMBER 1.00 X 0 0 0 ERIC GILBERT BOARD MEMBER 1.00 X 0 0 0 RICHARD YARMEL SECRETARY 1.00 X X 0 0 0 JEFF SINSEBOX BOARD MEMBER 1.00 X 0 0 0 SY ZIELINSKI BOARD MEMBER 1.00 X 0 0 0 LORI VANAUKEN BOARD MEMBER 1.00 X 0 0 0 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OF SERVICES TO MEMBERS 2307641 FAIRPORT BAPTIST HOMES 4646 NINE MILE POINT RD FAIRPORT NY 14450 PROVIDER OF SERVICES TO MEMBERS 2139536 66 100000 100000 MEDICAID PREMIUM REVENUE 524114 115561235 115561235 SPENDDOWN AND NAMI 524114 13640420 13640420 MANAGEMENT SERVICES REVENUE 561000 358071 358071 129559726 129659726 129559726 0 0 15000 15000 701981 536004 165977 7642783 7523539 119244 100272 100272 1068409 991114 77295 887318 887318 971215 971215 208575 208575 30125 30125 181532 181532 16010 16010 243529 236913 6616 1169091 1169091 149930 145182 4748 135896 135896 159602 159602 172809 172237 572 22213 22213 MEDICAL EXPENSES 121284154 121284154 BAD DEBT EXPENSE 607856 607856 OTHER 375598 259512 116086 EQUIPMENT RENTAL AND MA 103408 103408 70533 70533 136317839 134617386 1700453 0 5906557 12220045 6525988 5529769 105859 24929 713096 329115 425242 383981 2842856 4755501 15806502 22914225 12470730 24705085 3990040 5957358 16460770 30662443 X -654268 -7748218 -654268 -7748218 15806502 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MEDICAL OFFICER 186726 0 50 0 451 0 724 0 442 0 188393 0 0 0 PART I LINE 4B: SANKAR SEWNAUTH, PRESIDENT, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F) SPONSORED BY CDS LIFE TRASITIONS, INC., A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 CDS MONARCH, INC. IS LISTED IN THE BY-LAWS AS THE SOLE CORPORATE MEMBER OF ICIRCLE FORM 990, PART VI, SECTION A, LINE 7A AS AFFORDED BY THE BY-LAWS, CDS MONARCH, INC., THE SOLE CORPORATE MEMBER OF ICIRCLE HAS THE RIGHT TO ELECT, APPOINT, OR REMOVE MEMBERS OF THE BOARD OF DIRECTORS 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 15B THE ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSUTANT, COMPENSATION SURVEYS, WRITTEN EMPLOYMENT CONTRACTS, AND APPROVAL BY THE BOARD OF DIRECTORS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES. 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 XI, LINE 9: PRIOR YEAR REVENUE (EXPENSE) ADJUSTMENTS, NET -435,837. FORM 990, ITEM B - AMENDED RETURN THE 2018 FINANCIAL STATEMENTS WERE REVISED BASED ON NEW INFORMATION OBTAINED FOR THAT TIME PERIOD. THEREFORE, THE 990 HAS BEEN AMENDED TO REFLECT THAT FINANCIAL INFORMATION. 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