2025-11-04T12:31:20-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 475672694 CDS LIFE TRANSITIONS INC CDSL 5853414600 860 HARD RD WEBSTER NY 14580 JUDY CONSADINE CHIEF FINANCIAL OFFICER 5853414600 2025-11-03 1 1 AMANDA NUCCI P02216284 5853811000 2025-10-28 2024 2025-03-06 01:10:19Z ANDREW SEWNAUTH 860 HARD RD WEBSTER NY 14580 47069876 0 X WWW.CDSLIFETRANSITIONS.ORG X 2016 NY CDS LIFE TRANSITIONS TAKES AN INNOVATIVE APPROACH IN CHAMPIONING OUR DIVERSE FAMILY OF ORGANIZATIONS IN PROVIDING COMPASSIONATE, HOLISTIC, AND EXCEPTIONS SUPPORT TO OVER 17,000 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, SENIORS, VETERANS, AND FAMILIES. 13 13 576 13 0 0 175000 80376 47416519 45571442 880785 1116125 249996 301933 48722300 47069876 660000 245000 0 0 36331040 37297504 0 0 0 7390036 6717477 44381076 44259981 4341224 2809895 30814698 36451360 5855268 8247815 24959430 28203545 X TO PROMOTE AND SUPPORT COMMUNITY HEALTH AND WELL-BEING OF SENIORS, INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, VETERANS, AND FAMILIES. WE STRIVE TO CREATE SAFE AND NURTURING ENVIRONMENTS WHERE INDIVIDUALS CAN LIVE MORE INDEPENDENTLY, REACH THEIR GOALS AND FULFILL THEIR DREAMS WITHIN THEIR COMMUNITIES. 0 0 3257389 175000 5892867 PROVIDES MANAGEMENT AND OTHER GENERAL SERVICES TO CDS AND OTHER ENTITIES SERVING THE SAME POPULATION. 1115247 70000 1382449 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 LIVING ACROSS NY STATE AND FLORIDA. 32433298 38598059 PRIME CARE COORDINATION, LLC PROVIDES COMPLETE SUPPORT TO OVER 8,800 INDIVIDUALS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES, IDENTIFYING AND COORDINATING THE APPROPRIATE PROVIDERS AND SERVICES THEIR MEMBERS NEED TO LIVE THEIR LIVES IN THE MOST MEANINGFUL WAY. 36805934 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 48 0 1 576 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 FIRST VICE CHAIR 1.00 X X 0 0 0 JENNIFER CARLSON BOARD SECOND 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 MARK WOLF BOARD MEMBER 1.00 X 0 0 0 ANDY LOPEZ-WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MIKE NOZZOLIO BOARD MEMBER 1.00 X 0 0 0 TIM POPE BOARD MEMBER 1.00 X 0 0 0 ANDREW SEWNAUTH CHIEF EXECUTIVE OFFICER 40.00 1.00 X 478021 0 24419 JUDY CONSADINE CORPORATE CHIEF FINANCIAL OFFICER 40.00 1.00 X 379869 0 1456 KATIE WAGNER EXECUTIVE DIRECTOR 40.00 1.00 X 293533 0 9649 RICHARD FERRARI EXECUTIVE ADVISOR TO THE CEO 40.00 1.00 X 231759 0 11610 SANKAR SEWNAUTH PRESIDENT EMERITUS 40.00 1.00 X 394623 0 22443 BRIAN STEPHENSON EVP OF HR AND ORGANIZATIONAL DEVELOPMENT 40.00 X 190509 0 1456 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLOGY 40.00 X 178625 0 29844 PATRICIA ARCESE EVP OF CORP COMPLIANCE 40.00 X 200651 0 1456 REBECCA HENDERSON VP OF FINANCE 40.00 X 195580 0 11596 2543170 0 113929 22 0 1 0 FIRM TITLE TB LLC 3502 HENDERSON BLVD SUITE 225 TAMPA FL 33609 ATTORNEY AND TITLE AGENT FEES 125000 1 77376 3000 80376 MEDICAID 561499 38590606 38590606 MANAGEMENT FEE REVENUE 561000 6980836 6980836 45571442 1116125 1116125 MISCELLANEOUS 900099 301933 301933 301933 47069876 45873375 0 1116125 245000 245000 1847383 1847383 27690645 24732340 2958305 432309 384628 47681 4639610 4273476 366134 2687557 2288903 398654 126288 517 125771 86275 86275 1592644 1241355 351289 153545 153545 122587 100262 22325 774964 544687 230277 748765 705312 43453 251273 54658 196615 195223 184511 10712 178846 142170 36676 EQUIPMENT & RENTAL MAIN 1738960 1507852 231108 OTHER 507107 208726 298381 TELEPHONE 230274 189176 41098 NON-ALLOWABLE COSTS 10726 2361 8365 44259981 36805934 7454047 0 23276526 25561727 1472228 1525794 433096 480240 6171270 1192230 435723 4979040 5197125 3904559 30814698 36451360 4641174 5388115 1274472 1214094 1585228 5855268 8247815 X 24959430 28203545 24959430 28203545 30814698 36451360 X 2809895 434220 X X 0 1 X 1 0 X X 1 CDS MONARCH INC 161089115 7 1 245000 0 1 245000 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 72000 0 72000 0 523248 523248 3619804 35854 3583950 43976 43976 0 1407227 1112400 294827 577015 577015 4979040 DUE FROM RELATED PARTIES 502027 OTHER 253604 RESTRICTED DEPOSITS 5005 OPERATING LEASE RIGHT-OF-USE ASSETS 866953 INVESTMENTS 2276970 3904559 OPERATING LEASE LIABILITY 872292 OTHER 151848 DUE TO FUNDER 561088 1585228 1 CDS MONARCH INC 860 HARD ROAD WEBSTER NY 14580 161089115 501(C)(3) 0 245000 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 X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 ANDREW SEWNAUTH CHIEF EXECUTIVE OFFICER 383802 0 63159 0 31060 0 1456 0 22963 0 502440 0 0 0 SANKAR SEWNAUTH PRESIDENT EMERITUS 314610 0 62000 0 18013 0 1456 0 20987 0 417066 0 0 0 JUDY CONSADINE CORPORATE CHIEF FINANCIAL OFFICER 300877 0 59160 0 19832 0 1456 0 0 0 381325 0 0 0 KATIE WAGNER EXECUTIVE DIRECTOR 232239 0 45900 0 15394 0 1456 0 8193 0 303182 0 0 0 RICHARD FERRARI EXECUTIVE ADVISOR TO THE CEO 85426 0 25500 0 120833 0 0 0 11610 0 243369 0 0 0 DAMIAN MARINACCIO VP OF INFORMATION TECHNOLOGY 151074 0 18758 0 8793 0 1456 0 28388 0 208469 0 0 0 REBECCA HENDERSON VP OF FINANCE 166979 0 20225 0 8376 0 1456 0 10140 0 207176 0 0 0 PATRICIA ARCESE EVP OF CORP COMPLIANCE 172337 0 14938 0 13376 0 1456 0 0 0 202107 0 0 0 BRIAN STEPHENSON EVP OF HR AND ORGANIZATIONAL DEVELOP 160057 0 18727 0 11725 0 1456 0 0 0 191965 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANION IS A BENEFIT LIMITED TO THE CEO AND PRESIDENT EMERITUS. A BUSINESS PURPOSE FOR THE PRESENCE OF THE COMPANION WAS SUBSTANTIATED. REIMBURSEMENT FOR THESE EXPENSES WERE NOT CONSIDERED TAXABLE. FIRST CLASS TRAVEL IS A BENEFIT LIMITED TO THE EXECUTIVE STAFF. REIMBURSEMENT FOR THESE EXPENSES WERE NOT CONSIDERED TAXABLE. PART I, LINE 4A RICHARD FERRARI--$112,789 SANKAR SEWNAUTH PRESIDENT EMERITUS ABIGAYLE SEWNAUTH, DAUGHTER OF SANKAR SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANZATION. 0 SANKAR SEWNAUTH PRESIDENT EMERITUS ANDREW SEWNAUTH, SON OF SANKAR SEWNAUTH, IS THE CEO AND RECEIVES COMPENSATION FROM THE ORGANIZATION. 0 ANDREW SEWNAUTH CEO SANKAR SEWNAUTH, FATHER OF ANDREW SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION. 0 ANDREW SEWNAUTH CEO ABIGAYLE SEWNAUTH, SISTER OF ANDREW SEWNAUTH, IS AN EMPLOYEE AND RECEIVES COMPENSATION. 0 FORM 990, PART VI, SECTION A, LINE 2 ANDREW SEWNAUTH, CEO, IS THE CHILD OF SANKAR SEWNAUTH, PRESIDENT EMERITUS. 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 XI, LINE 9: SETTLEMENT OF CONTINGENT CONSIDERATION -1,367,257. CAPITAL CONTRIBUTIONS 1,801,477. FORM 990, PART XII, LINE 2C: NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. 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