2024-11-13T08:39:00-06:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 161089115 CDS MONARCH INC CDSM 5853414600 860 HARD RD WEBSTER NY 14580 JUDY CONSADINE CHIEF FINANCIAL OFFICER 5853414600 2024-11-12 1 1 AMANDA NUCCI P02216284 5853811000 2024-11-08 2023 2024-10-15 13:58:12Z ANDREW SEWNAUTH 860 HARD RD WEBSTER NY 14580 54682642 0 X WWW.CDSLIFETRANSITIONS.ORG/CDS-MONARCH X 1977 NY CDS MONARCH ASSISTS PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE AND THRIVE IN THEIR COMMUNITIES BY DELIVERING HIGH-QUALITY, PERSONALIZED LIFE PLANNING AND TRANSITION SUPPORT. 12 12 741 12 0 0 225051 1584347 61793731 52221400 208949 586062 289313 290833 62517044 54682642 1259799 211639 0 0 32121712 29322157 0 0 0 27816166 25038562 61197677 54572358 1319367 110284 50079683 45712363 17780143 13200343 32299540 32512020 X CDS MONARCH ASSISTS PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE AND THRIVE IN THEIR COMMUNITIES BY DELIVERING HIGH-QUALITY, PERSONALIZED LIFE PLANNING AND TRANSITION SUPPORT. 0 0 21134354 23396074 RESIDENTIAL PROGRAM FOR DEVELOPMENTALLY DISABLED ADULTS PROVIDES LIVING, WORKING, AND SOCIALIZATION IN THE COMMUNITY. NUMBER SERVED IS 215. 11614242 11870915 EMPLOYMENT PROGRAMS FOR DEVELOPMENTALLY DISABLED ADULTS PROVIDES EMPLOYMENT, JOB TRAINING, AND PLACEMENT SERVICES. NUMBER SERVED IS 180. 8037141 8991470 DAY HABILITATION PROGRAM FOR DEVELOPMENTALLY DISABLED ADULTS PROVIDES LIFE SKILLS, EDUCATION, TRAINING AND THERAPY. NUMBER SERVED IS 268. 8254512 211639 7868018 A COMBINATION OF FAMILY SUPPORT SERVICES, COMMUNITY PREVOC SERVICES, SENIOR SERVICES, AND CLINICAL SERVICES TO FURTHER ASSIST DEVELOPMENTALLY DISABLED ADULTS. 8254512 211639 7868018 49040249 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 60 0 1 741 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X JUDY CONSADINE 5853414600 860 HARD ROAD WEBSTER NY 14580 WILLIAM WOODARD BOARD MEMBER 1.00 X 0 0 0 JENNIFER CARLSON BOARD CHAIR 1.00 X X 0 0 0 JEAN LOWE BOARD MEMBER 1.00 X 0 0 0 RICHARD YARMEL BOARD VICE CHAIR 1.00 X X 0 0 0 PATRICK MANUEL TREASURER 1.00 X X 0 0 0 MIKE MCNAUGHTON BOARD MEMBER 1.00 X 0 0 0 CHUCK FYLES BOARD MEMBER 1.00 X 0 0 0 VINCENT LEO BOARD MEMBER 1.00 X 0 0 0 JIM MCCONEGHY BOARD MEMBER 1.00 X 0 0 0 DAN SULIMOWICZ BOARD MEMBER 1.00 X 0 0 0 JAY VANLANDINGHAM BOARD MEMBER 1.00 X 0 0 0 DOUG GOSNELL SECRETARY 1.00 X X 0 0 0 SANKAR SEWNAUTH PRESIDENT EMERITUS (AS OF 2/1); CEO (THROUGH 1/31) 1.00 40.00 X 0 1051156 21463 JUDY CONSADINE CFO (AS OF 2/1); CAO(THROUGH 1/31) 1.00 40.00 X 0 369225 1456 ANDREW SEWNAUTH CEO(AS OF 2/1); PRESIDENT & COO (THROUGH 1/31) 1.00 40.00 X 0 469333 23348 RICHARD FERRARI EXEC ADVISOR TO CEO(AS OF 2/1);CEO(THROUGH 1/31) 1.00 40.00 X 0 341917 17666 KIM ALBERT VICE PRESIDENT OF OPERATIONS 40.00 X 121181 0 24740 VELMA HANDY DIRECT SUPPORT PROFESSIONA 40.00 X 133630 0 3454 BRENDA WILLIAMS LICENSED PRACTICAL NURSE 40.00 X 115553 0 19227 CARRIE CARA ASSOCIATE DIRECTOR OF UNISTEL QA 40.00 X 113287 0 21463 LUCAS MILLER DIRECTOR OF PHARMACY 40.00 X 143821 0 10199 627472 2231631 143016 5 0 1 0 SUNOCO LLC 8020 PARK LANE DALLAS TX 75231 VEHICLE FUEL 386060 VISION DODGE 920 PANORAMA TRAIL ROCHESTER NY 14625 VEHICLE 324520 NORTH FOREST PROPERTIES #3 LLC PO BOX 3107 BUFFALO NY 14240 RENT 177689 PM STARR ENTERPRISES LLC 156 HIGHSTONE CIRCLE PITTSFORD NY 14534 RENT 146273 BRUCE E SCHULZE IMPROVEMENTS 4801 ARBOR ROAD WALWORTH NY 14568 MAINTENANCE 129671 5 1510000 74347 1584347 MEDICAID 900099 31939254 31842296 96958 WORKSHOP REVENUE 900099 11018714 11018714 PHARMACEUTICAL SALES 900099 4047295 4047295 CLIENT FEES 900099 2405503 2405503 DEVELOPERS FEES 900099 1151147 1151147 1659487 1659487 52221400 586062 586062 OTHER REVENUE 900099 290833 2035 288798 290833 54682642 52126477 0 971818 211639 211639 23639090 23017551 621539 530034 516271 13763 2479722 2414833 64889 2673311 2629874 43437 4567393 661702 3905691 6331 5368 963 17348 8298 9050 339635 196077 143558 49336 39666 9670 2179145 2074193 104952 110945 108252 2693 231149 132019 99130 1572860 1470609 102251 235295 211472 23823 SUPPLIES AND MATERIALS 12620928 12532856 88072 PARTICIPANT TRANSPORTAT 1105619 1105498 121 FOOD 777983 777983 OTHER 418900 136133 282767 805695 789955 15740 54572358 49040249 5532109 0 4869 4909 7803238 7423967 5377958 4806862 11892244 12037644 1789789 1488683 403213 399250 35224180 22690556 13441027 12533624 176000 125100 9191345 6892324 50079683 45712363 5247567 5242532 205755 151267 2965000 2435000 3027093 2458030 6334728 2913514 17780143 13200343 X 32299540 32512020 32299540 32512020 50079683 45712363 X 110284 102196 X X 0 1 X 1 0 X 366085 758940 1094080 114686 1510000 3843791 366085 758940 1094080 114686 1510000 3843791 3843791 386663 640381 212214 208949 586062 2034269 333886 678279 292934 289313 1594412 7472472 92866968 0.51440 0.42520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2407727 2407727 25401383 16723691 8677692 474458 471676 2782 6940612 5495189 1445423 12533624 DUE FROM RELATED PARTIES, NET 5005259 OPERATING LEASE RIGHT-OF-USE ASSETS 389009 OTHER ASSETS 1298056 RESTRICTED DEPOSITS 200000 6892324 DUE TO FUNDING SOURCES 91609 INTEREST RATE SWAP LIABILITY 78666 OTHER LIABILITIES 583318 DUE TO RELATED PARTIES 1756276 OPERATING LEASE LIABILITIES 251528 OPERATING LEASE LIABILITIES- LONG TERM 137832 OTHER CURRENT LIABILITIES 14285 2913514 1 CDS WOLF FOUNDATION INC 860 HARD ROAD WEBSTER NY 14580 204311706 501C3 36431 0 TO ASSIST CDS WOLF FOUNDATION IN ITS FUNDRAISING AND INVESTMENT ACTIVITIES CDS LIFE TRANSITIONS INC 860 HARD ROAD WEBSTER NY 14580 475672694 501C3 175100 0 TO HELP CDS LIFE TRANSITIONS, INC. IN ITS TAX-EXEMPT PURPOSE. 2 0 PART I, LINE 2: THE AMOUNT OF GRANTS IS DEPENDENT ON THE OPERATIONAL RESULTS AND CERTAIN OTHER KEY FINANCIAL INDICATORS OF CDS MONARCH, INC. 0 1 0 0 0 0 0 0 0 SANKAR SEWNAUTH PRESIDENT EMERITUS (AS OF 2/1); CEO 0 341567 0 204196 0 505393 0 1456 0 20007 0 1072619 0 0 ANDREW SEWNAUTH CEO(AS OF 2/1); PRESIDENT & COO (THR 0 353119 0 86130 0 30084 0 1456 0 21892 0 492681 0 0 JUDY CONSADINE CFO (AS OF 2/1); CAO(THROUGH 1/31) 0 286949 0 63100 0 19176 0 1456 0 0 0 370681 0 0 RICHARD FERRARI EXEC ADVISOR TO CEO(AS OF 2/1);CEO(T 0 257737 0 68500 0 15680 0 1456 0 16210 0 359583 0 0 LUCAS MILLER DIRECTOR OF PHARMACY 132870 0 10608 0 343 0 1456 0 8743 0 154020 0 0 0 PART I, LINE 4B SANKAR SEWNAUTH, CEO THROUGH 1/31, PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER IRC SEC 457(F) SPONSORED BY CDS LIFE TRANSITIONS, INC., A RELATED ORGANIZATION. A COUNTY OF MONROE IDA 510188852 610752EG8 2007-07-01 9475000 CONSTRUCTION OF WOLF CENTER 0 0 0 A 9475000 395692 9079308 2008 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 1 CITIZENS BANK NA 20.000000000000 0 0 0 0 0 A 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. 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