2021-11-09T14:39:26-06:00 2020-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-01-01 475672694 CDS LIFE TRANSITIONS INC CDSL 5853414600 860 HARD RD WEBSTER NY 14580 JUDY CONSADINE EXECUTIVE VP OF FINANCE 5853414600 2021-11-09 1 JUDY CONSADINE XXX-XX-XXXX RICHARD LEICHT P01378913 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SANKAR SEWNAUTH 860 HARD RD WEBSTER NY 14580 33239982 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. 10 10 557 10 0 0 80801 2000 10330979 33213852 2872 2978 18133 21152 10432785 33239982 0 1030000 0 0 5207074 22423171 0 0 0 3273104 5790868 8480178 29244039 1952607 3995943 2903294 20680640 952295 14720013 1950999 5960627 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. 1 0 3799868 1030000 6407295 PROVIDES MANAGEMENT AND OTHER GENERAL SERVICES TO CDS AND OTHER ENTITIES SERVING THE SAME POPULATION. 583753 1194138 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. 18242917 25633571 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. 22626538 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 66 0 557 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 TIMOTHY THANEY BOARD MEMBER 1.00 X 0 0 0 WILLIAM WOODARD TREASURER 1.00 X X 0 0 0 GREGORY GRIBBEN BOARD VICE CHAIR 1.00 X X 0 0 0 GLENN PEZZULO BOARD MEMBER 1.00 X 0 0 0 JENNIFER CARLSON BOARD VICE CHAIR 1.00 X X 0 0 0 RICHARD FERRARI BOARD CHAIR 1.00 X X 0 0 0 JEAN LOWE BOARD MEMBER 1.00 X 0 0 0 JERRY MCCULLOUGH BOARD MEMBER 1.00 X 0 0 0 ROBERT RELPH BOARD MEMBER 1.00 X 0 0 0 RICHARD YARMEL BOARD MEMBER 1.00 X 0 0 0 SANKAR SEWNAUTH PRESIDENT/CEO 40.00 1.00 X 809759 0 17265 JUDY CONSADINE EXECUTIVE VP OF FINANCE 40.00 1.00 X 242191 0 1248 MARK CURLETTA COO 40.00 1.00 X 327884 0 15902 MELISSA BROWN EXECUTIVE VP OF HR AND ORGANIZATIONAL DEVELOPMENT 40.00 1.00 X 208070 0 13183 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLOGY 40.00 1.00 X 157848 0 21463 KENDRA JACOBS DIRECTOR OF FINANCE 40.00 1.00 X 113720 0 17193 PATRICIA ARCESE VP OF COMPLIANCE & QUALITY IMPROVEMENT 28.00 12.00 X 92792 41187 1248 KATE WAGNER EXECUTIVE DIRECTOR OF PRIME CARE COORDINATION 40.00 1.00 X 120268 48036 4362 2072532 89223 91864 12 0 1 0 HARRIS BEACH PLLC 99 GARNSEY ROAD PITTSFORD NY 14534 LEGAL SERVICES 236860 VERIZON WIRELESS SERVICES PO BOX 408 NEWARK NJ 07101 CELL PHONE SERVICE 166201 2 2000 2000 MEDICAID 900099 25632131 25632131 MANAGEMENT FEE REVENUE 561000 6959018 6959018 ADMINISTRATIVE SERVICES CONTRACT 561000 622703 622703 33213852 2978 2978 MISCELLANEOUS 900099 21152 21152 21152 33239982 33235004 0 2978 1030000 1030000 1414249 1414249 17365194 14568966 2796228 176553 128552 48001 1560060 1230384 329676 1907115 1620048 287067 477169 222705 254464 58107 58107 1070562 870642 199920 138288 1266 137022 844043 414217 429826 167844 46349 121495 113350 38504 74846 37678 14291 23387 226602 182685 43917 492121 351095 141026 15754 4535 11219 EQUIPMENT & RENTAL MAIN 1822568 1762452 60116 OTHER 210824 121691 89133 TELEPHONE 61565 18156 43409 BAD DEBT EXPENSE 54393 54393 29244039 22626538 6617501 0 613430 14068495 215867 874643 32891 268056 1439295 633992 270594 805303 1770512 4664143 2903294 20680640 952295 3582351 5867962 0 5269700 952295 14720013 X 1950999 5960627 1950999 5960627 2903294 20680640 3995943 13685 0 X X 0 1 X 1 0 X X 2 CDS MONARCH INC 161089115 7 1 0 0 ICIRCLE SERVICES OF THE FINGER LAKES INC 462602391 10 1 1000000 0 2 1000000 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 191500 191500 0 PART II-B, LINE 1: LOBBYING SERVICES BEFORE FEDERAL & NEW YORK STATE GOVERNMENT 85938 12143 73795 114006 39327 74679 1239351 582522 656829 805303 DUE FROM RELATED PARTIES 1339603 OTHER 259306 RESTRICTED DEPOSITS 1400524 OPERATING LEASE RIGHT-OF-USE ASSETS 1271424 INVESTMENTS 393286 4664143 OPERATING LEASE LIABILITY 1281310 OTHER 3951975 DUE TO RELATED PARTIES 36415 5269700 1 ICIRCLE SERVICES OF THE FINGER LAKES INC 860 HARD ROAD WEBSTER NY 14580 462602391 501(C)(3) 1000000 TO ASSIST WITH ICIRCLE MISSION CDS WOLF FOUNDATION INC 860 HARD ROAD WEBSTER NY 14580 204311706 501(C)(3) 30000 TO ASSIST WITH MISSION OF THE FOUNDATION 2 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. 1 X X X X X 0 1 0 0 0 0 0 0 0 SANKAR SEWNAUTH PRESIDENT/CEO 485646 0 246002 0 78111 0 1248 0 16017 0 827024 0 0 0 MARK CURLETTA COO 246713 0 58859 0 22312 0 1248 0 14654 0 343786 0 0 0 JUDY CONSADINE EXECUTIVE VP OF FINANCE 177490 0 44611 0 20090 0 1248 0 0 0 243439 0 0 0 MELISSA BROWN EXECUTIVE VP OF HR AND ORGANIZATIONA 155940 0 36325 0 15805 0 1248 0 11935 0 221253 0 0 0 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLOGY 140133 0 17024 0 691 0 1248 0 20215 0 179311 0 0 0 KATE WAGNER EXECUTIVE DIRECTOR OF PRIME CARE COO 105716 35906 14502 8318 50 3812 0 0 2390 1972 122658 50008 0 0 PART I, LINE 4B SANKAR SEWNAUTH, CEO/PRESIDENT PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F) SPONSORED BY CDS LIFE TRANSITIONS, INC. SANKAR SEWNAUTH CEO/PRESIDENT 46219 ABIGAYLE SEWNAUTH, DAUGHTER OF SANKAR SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANZATION. 0 FORM 990, PART III, LINE 2 DURING 2020, CDS LIFE TRANSITIONS BECAME THE SOLE MEMBER OF PRIME CARE COORDINATION, LLC, AN ORGANIZATION THE PROVIDES CARE COORDINATION SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THIS IS THE SAME POPULATION SERVED BY CDS MONARCH, INC., A SUPPORTED ORGANIZATION LISTED IN THE BY-LAWS OF CDS LIFE TRANSITIONS. THEREFORE, THE SERVICES PERFORMED ARE IN SUPPORT OF CDS LIFE TRANSITION'S PRIMARY EXEMPT PURPOSE. AS A SINGLE MEMBER LLC, PRIME CARE COORDINATION IS NOW A DISREGARDED ENTITY FOR TAX PURPOSES AND ASSUMES THE TAX EXEMPT PERSONA OF CDS LIFE TRANSITIONS, AND IS INCLUDED IN THE ACTIVITY REPORTED ON THIS FORM 990. ITS PROGRAM ACTIVITIES HAVE BEEN REPORTED IN PART III OF FORM 990 ON LINE 4C. 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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