Cds Life Transitions Inc.

990 • Fiscal year 2018 • EIN 47-5672694

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile WWW.CDSLIFETRANSITIONS.ORG

860 Hard RdWebster, NY 14580

(585) 341-4600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2018 filings • NTEE P • $5M-$10M nonprofits • Source year 2018

0.16x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • NTEE P • $5M-$10M nonprofits • Source year 2018

0.4%

Higher net margin than 44% of similar nonprofits.

2018 filings • NTEE P • $5M-$10M nonprofits • Source year 2018

$633,389

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2018 filings • NTEE P • $5M-$10M nonprofits • Source year 2018

75%

Faster asset growth than 95% of similar nonprofits.

2018 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2017 to 2018

39%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • NTEE P • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets94th percentile

Assets

$1,104,378

Up $474,555 (+75%) from 2017

Net Assets

-$1,608

Up $29,588 (+95%) from 2017

Liabilities

$1,105,986

Up $444,967 (+67%) from 2017

Revenue And Expenses

Liabilities / Revenue50th percentile Net Margin44th percentile

Revenue

$6,764,317

Up $1,889,830 (+39%) from 2017

Expenses

$6,734,729

Up $1,829,046 (+37%) from 2017

Net Income

$29,588

Up $60,784 (+195%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2018

Assets$1,104,378

Liabilities$1,105,986

Net Assets-$1,608

Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$6,764,317

Expenses$6,734,729

Net Income$29,588

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Nov 11, 2019
Return Version: 2018v3.1
Gross Receipts: $6,764,317

Mission and Program Overview

Mission

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.

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.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Land, Buildings, and Equipment, Net	$21,712	$295,651	▲ $273,939
Cash and Non-Interest-Bearing Accounts	$128,074	$214,661	▲ $86,587
Prepaid Expenses and Deferred Charges	$20,946	$34,352	▲ $13,406
Accounts Receivable	-	$7,612	-
Total Assets	$629,823	$1,104,378	▲ $474,555
Other Assets Total	$459,091	$552,102	▲ $93,011
Liabilities
Accounts Payable and Accrued Expenses	$528,206	$808,974	▲ $280,768
Other Liabilities	$132,813	$297,012	▲ $164,199
Total Liabilities	$661,019	$1,105,986	▲ $444,967
Net Assets / Fund Balance
Unrestricted Net Assets	$-31,196	$-1,608	▲ $29,588
Total Net Assets Fund Balance	$-31,196	$-1,608	▲ $29,588
Total Liabilities and Net Assets / Fund Balance	$629,823	$1,104,378	▲ $474,555

Asset Categories

Asset	Book Value	Depreciation	Basis
Equipment	$291,667	$40,649	$332,316
Buildings	$3,984	$2,944	$6,928
Other Assets Org	$60,604	-	-

Compensation and Service Providers

Top Officer Pay98th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Sankar Sewnauth	President/CEO	FT	$358,905	$274,484	$633,389
Mark Curletta	COO	FT	$204,401	$85,224	$289,625
Judy Consadine	Executive VP of Finance	FT	$140,242	$43,389	$183,631
Melissa Brown	Executive VP of Administrative Services	FT	$161,238	$10,228	$171,466
Melissa Brown	Executive VP of Administrative Servi	-	$128,034	$43,432	$171,466
Patricia Arcese	VP of Compliance and Quality Improvement	FT	$87,153	$22,175	$109,328
Deborah Bean	VP of Inclusion, Engagement, and Diversity	FT	$101,932	$6,272	$108,204

Board Members and Trustees

Name	Title
Richard Ferrari	Board Chair
Gregory Gribben	Board Vice Chair
Jennifer Carlson	Board Vice Chair
Dennis Buchan	Board Member
Jean Lowe	Board Member
Jerry Mccullough	Board Member
Richard Yarmel	Board Member
Robert Relph	Board Member
Timothy Thaney	Board Member
Dennis Olbrich	Secretary
William Woodard	Treasurer

Revenue and Support

Revenue Composition

Contributions and Grants: $51,015
Program Service Revenue: $6,048,552
Investment Income: $256
Other Revenue: $664,494
All Other Contributions: $15
Change in Net Assets: $29,588

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Salaries, Compensation, and Employee Benefits	$4,379,329
Other Expenses	$2,355,400
Grants and Similar Amounts Paid	$0
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Other Salaries and Wages	$540,890	$2,128,333	-	$2,669,223
Fees for Services Other	$680,893	$488,205	-	$1,169,098
Current Officers, Directors, Trustees, and Key Employees	-	$1,106,644	-	$1,106,644
All Other Expenses	$49,695	$409,124	-	$458,819
Payroll Taxes	$48,941	$270,890	-	$319,831
Other Employee Benefits	$31,951	$215,775	-	$247,726
Occupancy	$37,860	$162,125	-	$199,985
Information Technology	$23,244	$101,948	-	$125,192
Advertising	$15,990	$81,843	-	$97,833
Travel	$32,448	$61,374	-	$93,822
Office Expenses	$3,558	$37,785	-	$41,343
Other Expenses	$5,030	$34,424	-	$39,454
Pension Plan Contributions	$6,307	$29,598	-	$35,905
Depreciation Depletion	$2,650	$26,436	-	$29,086
Fees for Services Legal	-	$25,168	-	$25,168
Fees for Services Accounting	-	$15,950	-	$15,950
Insurance	$1,573	$9,869	-	$11,442
Interest	$11	$111	-	$122
Total Functional Expenses	$1,485,433	$5,249,296	$0	$6,734,729

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: Yes
Subject to proxy tax: No

Insider Transactions and Loans

Interested-Person Transactions

Interested Party	Relationship	Description	Shared Revenue	Amount
Sankar Sewnauth	Ceo/president	Abigayle Sewnauth, Daughter of Sankar Sewnauth, Is an Employee and Receives Compensation From the Organzation.	No	$39,626

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Cds Cicero Senior Living Hdfc Inc	Webster, NY	Provides Housing to Persons of Low Income	501(c)(3)	Line 12a, I	Yes
Cds Elmira Senior Living Housing Development Fund Co Inc	Webster, NY	Provides Housing to Persons of Low Income	501(c)(3)	Line 12a, I	Yes
Cds Housing Development Fund Corporation Inc	Webster, NY	Provides Housing for Disabled Adults	501(c)(3)	Line 12a, I	No
Cds Monarch Inc	Webster, NY	Provides Services to Developmentally Disabled Persons of All Ages	501(c)(3)	Line 7	No
Cds Msl Hard Road 1 Housing Development Fund Co Inc	Webster, NY	Provides Housing to Persons of Low Income	501(c)(3)	Line 12a, I	No
Cds Msl Hard Road 2 Housing Development Fund Co Inc	Webster, NY	Provides Housing to Persons of Low Income	501(c)(3)	Line 12a, I	Yes
Cds Wolf Foundation Inc	Webster, NY	Supports Charitable Activities	501(c)(3)	Line 12a, I	No
Confac Group Homes Inc	Webster, NY	Provides Housing for Disabled Adults	501(c)(3)	Line 12a, I	No
Icircle Services of the Finger Lakes Inc	Webster, NY	Promote Individual Centered Health and Related Care	501(c)(3)	Line 10	No
Jng Inc	Webster, NY	Provides Housing for Disabled Adults	501(c)(3)	Line 12a, I	No
Ltr Housing Corporation Inc	Webster, NY	Provides Housing for Disabled Adults	501(c)(3)	Line 12a, I	No
Msl Housing Development Fund Corporation Inc	Webster, NY	Provides Housing to Persons of Low Income	501(c)(3)	Line 12a, I	No
Warrior Salute Veteran Services Inc	Webster, NY	Provides Veteran Services	501(c)(3)	Line 7	Yes

Related Partnerships and Joint Ventures

Organization	Location	Activity	Income	Assets	Ownership	Managing Partner
Cds Monarch Senior Living Hard Road I LLC	Webster, NY	Provides Housing to Persons of Low Income	$4	$2,042	0.01%	No
Monarch Senior Living Lp	Webster, NY	Provides Housing to Persons of Low Income	$1	$1,105	0.01%	No
Cds Elmira Senior Living LLC	Webster, NY	Provides Housing to Persons of Low Income	-	$267	-	No
Cds Cicero Senior Living LLC	Webster, NY	Provides Housing to Persons of Low Income	-	-	-	-
Cds Msl Hard Road 2 LLC	Webster, NY	Provides Housing to Persons of Low Income	-	-	-	-

Disregarded Entities

Entity	Location	Activity	Income	Assets	Controller
Cds Housing LLC	Webster, NY	Provides Housing to People of Low Income	$662,930	$224,219	Cds Life Transitions Inc

Debt and Bond Financing

Other Reported Liabilities

Liability	Amount
Due to Related Parties	$297,012

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Audit committee: Yes
Business relationship with family members: Yes
Business relationship with organization members: No
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: Yes
Other officer compensation reviewed: Yes
Conflict-of-interest policy: Yes
Audited financial statements prepared: Yes
Key decisions subject to board approval: No
Management duties delegated: No

Governance Explanations

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, 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.”

Filing and Contact Details

Filer

Filer Name: Cds Life Transitions Inc
EIN: 47-5672694
Phone: 5853414600
Address: 860 HARD RD, WEBSTER, NY 14580

Signing Officer

Name: Judy Consadine
Title: Executive VP of Finance
Phone: 5853414600
Signed: 2019-11-11
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Sankar Sewnauth
Formed: 2016
Legal Domicile: Ny
Voting Board Members: 11
Independent Board Members: 11
Employees: 81
Volunteers: 0

Preparer

Firm: Bonadio & Co Llp
Address: 171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer: Richard Leicht
Phone: 5853811000

Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional & contracted services: program service expenses 680,893. Management and general expenses 488,205. Fundraising expenses 0. Total expenses 1,169,098.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt	13	COO
IRS990/Form990PartVIISectionAGrp/TitleTxt	14	EXECUTIVE VP OF ADMINISTRATIVE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt	15	VP OF INCLUSION, ENGAGEMENT, AND DIVERSITY
IRS990/Form990PartVIISectionAGrp/TitleTxt	16	VP OF COMPLIANCE AND QUALITY IMPROVEMENT
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt	0	LOBBYING SERVICES BEFORE NEW YORK STATE GOVERNMENT
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,104,378
Liabilities: $1,105,986
Net assets: -$1,608
Revenue: $6,764,317
Expenses: $6,734,729
Net income: $29,588

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$36.5	$8.25	$28.2	$47.1	$44.3	$2.81
2023Detailed filing. Detailed filing data is available for this year.	$30.8	$5.86	$25.0	$48.7	$44.4	$4.34
2022Detailed filing. Detailed filing data is available for this year.	$27.1	$6.54	$20.6	$45.9	$38.2	$7.72
2021Detailed filing. Detailed filing data is available for this year.	$27.4	$14.4	$13.0	$42.5	$35.5	$7.02
2020Detailed filing. Detailed filing data is available for this year.	$20.7	$14.7	$5.96	$33.2	$29.2	$4.00
2019Detailed filing. Detailed filing data is available for this year.	$2.90	$0.95	$1.95	$10.4	$8.48	$1.95
2018Detailed filing. Detailed filing data is available for this year.	$1.10	$1.11	$0.00	$6.76	$6.73	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$0.63	$0.66	$0.03	$4.87	$4.91	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$0.51	$0.51	$0.00	$4.39	$4.39	$0.00