CDS LIFE TRANSITIONS INC (EIN 475672694) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

ANDREW SEWNAUTH

Phone

5853414600

Tax Period

2023-01-01 to 2023-12-31

CDS LIFE TRANSITIONS INC, founded in 2016, is a mid-sized nonprofit in the Human Services sector that reported $48.7M in total revenue in fiscal year 2023. Expenses of $44.4M left a modest 9% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $175,000

Program Service Revenue $47,416,519

Investment Income $880,785

Other Revenue $249,996

TOTAL REVENUE $48,722,300

Expense Breakdown

Grants Paid $660,000

Salaries & Benefits $36,331,040

Fundraising Expenses $0

Program Expenses $37,094,644

Other Expenses $7,390,036

TOTAL EXPENSES $44,381,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,722,300	$45,885,843	+0.1%
Expenses	$44,381,076	$38,165,193	+0.2%
Net Income	$4,341,224	$7,720,650	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

537

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,576,953

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY GRIBBEN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARK PETERSON	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER CARLSON	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
PATRICK MANUEL	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD YARMEL	SECRETARY	1.00	Officer Director	$0	$0	$0
GLENN PEZZULO	BOARD MEMBER	1.00	Director	$0	$0	$0
JEAN LOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM WOODARD	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY THANEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DARYL TIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY POPE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY LOPEZ-WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANKAR SEWNAUTH	PRESIDENT EMERITUS (AS OF 2/1); CEO (THROUGH 1/31)	40.00	Officer	$1,051,156	$21,463	$1,072,619
ANDREW SEWNAUTH	CEO (AS OF 2/1); PRESIDENT & COO(THROUGH 1/31)	40.00	Officer	$469,333	$1,456	$470,789
JUDY CONSADINE	CFO(AS OF 2/1); CAO(THROUGH 1/31)	40.00	Officer	$369,225	$1,456	$370,681
KATIE WAGNER	EXECUTIVE DIRECTOR	40.00	Officer	$294,020	$9,261	$303,281
RICHARD FERRARI	EXEC ADVISOR TO THE CEO (AS OF 2/1);CFO(THRU 1/31)	40.00	Officer	$341,917	$17,666	$359,583
BRIAN STEPHENSON	VP OF HUMAN RESOURCES	40.00	Highest	$181,500	$1,456	$182,956
DAMIAN MARINACCIO	VP OF INFORMATION TECHNOLO	40.00	Highest	$175,968	$28,511	$204,479
REBECCA HENDERSON	VP OF FINANCE	40.00	Highest	$176,095	$11,114	$187,209
TERRIA THOMPSON	VP OF OPERATIONS	40.00	Highest	$149,862	$18,726	$168,588

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$48,722,300	$44,381,076	$30,814,698	$4,341,224
2022	$45,885,843	$38,165,193	$27,143,885	$7,720,650
2022	$45,885,843	$38,165,193	$27,143,885	$7,720,650
2021	$42,498,217	$35,480,384	$27,377,961	$7,017,833
2021	$42,498,217	$35,480,384	$27,377,961	$7,017,833
2020	$33,239,982	$29,244,039	$20,680,640	$3,995,943
2019	$10,432,785	$8,480,178	$2,903,294	$1,952,607
2018	$6,764,317	$6,734,729	$1,104,378	$29,588

CDS LIFE TRANSITIONS INC