2019-11-12T13:12:37-06:00 2018-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2018-01-01 462602391 ICIRCLE SERVICES OF THE FINGER LAKES INC ICIR 8444247253 860 HARD RD WEBSTER NY 14580 ADAM SOUTHCOTT CFO 5853471209 2019-11-11 1 RICHARD LEICHT P01378913 5853811000 4.14.157.194 2019-11-11 12:39:29 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7C54B526804E4E2E5F6203C68DA45B52FD5F8660 2018 2020-03-31 21:24:44Z SANKAR SEWNAUTH 860 HARD RD WEBSTER NY 14580 128898858 0 X WWW.ICIRCLECNY.ORG X 2013 NY TO PROVIDE MEMBERS WITH HIGH-QUALITY HEALTH AND SOCIAL SERVICES THAT ARE CULTURALLY-APPROPRIATE, COMMUNITY-INTEGRATED, AND TAILORED TO THEIR INDIVIDUAL NEEDS, ENSURING A POSITIVE IMPACT ON THEIR PERSONAL HEALTH, LIFESTYLE, AND INDEPENDENCE. 17 17 167 0 0 11825 948331 100000 89412457 128798858 0 0 0 0 90360788 128898858 0 15000 0 0 7177933 10400763 0 0 0 80212281 113533979 87390214 123949742 2970574 4949116 15806502 22914225 16460770 19055214 -654268 3859011 TO PROVIDE MEMBERS WITH HIGH-QUALITY HEALTH AND SOCIAL SERVICES THAT ARE CULTURALLY-APPROPRIATE, COMMUNITY-INTEGRATED, AND TAILORED TO THEIR INDIVIDUAL NEEDS, ENSURING A POSITIVE IMPACT ON THEIR PERSONAL HEALTH, LIFESTYLE, AND INDEPENDENCE. 0 0 121844868 128798858 MANAGED LONG TERM CARE INSURANCE3067 INDIVIDUALS SERVED 404421 15000 DEVELOPMENTAL DISABILITIES INDIVIDUAL SUPPORT AND CARE COORDINATION ORGANIZATION 122249289 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 203 0 167 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 1 0 NY X ADAM SOUTHCOTT 5853471054 860 HARD RD WEBSTER NY 14580 GREGORY GRIBBEN BOARD CHAIR 1.00 X X 0 0 0 MARY WALSH-BOATFIELD BOARD MEMBER 1.00 X 0 0 0 HILDA ROSARIO-ESCHER BOARD MEMBER 1.00 X 0 0 0 EDWARD HAYES BOARD MEMBER 1.00 X 0 0 0 ROBERT RELPH BOARD VICE CHAIR 1.00 X X 0 0 0 RENE' SNYDER BOARD MEMBER 1.00 X 0 0 0 ERIC GILBERT BOARD MEMBER 1.00 X 0 0 0 RICHARD YARMEL SECRETARY 1.00 X X 0 0 0 JEFF SINSEBOX BOARD MEMBER 1.00 X 0 0 0 SY ZIELINSKI BOARD MEMBER 1.00 X 0 0 0 LORI VANAUKEN BOARD MEMBER 1.00 X 0 0 0 JENNIFER CARLSON BOARD MEMBER 1.00 X 0 0 0 RICH FERRARI BOARD MEMBER 1.00 X 0 0 0 MARIA DIBBLE BOARD MEMBER 1.00 X 0 0 0 WARREN HERN TREASURER 1.00 X X 0 0 0 PIERRE GIRGIS BOARD MEMBER 1.00 X 0 0 0 TIM THANEY BOARD MEMBER 1.00 X 0 0 0 SHARON MARBLE COO 40.00 X 206152 0 10375 HENRY PASZKO CHIEF MEDICAL OFFICER 24.00 X 128342 0 2742 SANKAR SEWNAUTH PRESIDENT 1.00 40.00 X 0 619023 14366 ADAM SOUTHCOTT CFO 40.00 X 163972 0 2006 DR JOEL HAAS CHIEF MEDICAL OFFICER 40.00 X 187227 0 1166 DEBRA LITZENBERGER VP OF CLINICAL OPERATIONS 40.00 X 121190 0 6330 KIMBERLEY FONTAINE ASSESSMENT NURSE SUPERVISOR 40.00 X 112270 0 9523 919153 619023 46508 6 0 1 0 THE JEWISH HOME OF ROCHESTER 2021 WINTON ROAD SOUTH ROCHESTER NY 14618 PROVIDER OF SERVICES TO MEMBERS 4127176 ELCOR OPERATING CO LLC 48 COLONIAL DR HORSEHEADS NY 14845 PROVIDER OF SERVICES TO MEMBERS 3112380 ELITE CHOICE LLC 1554 63RD 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15806502 22914225 12470730 13097856 3990040 5957358 16460770 19055214 X -654268 3859011 -654268 3859011 15806502 22914225 X 4949116 -435837 X 0 1 X 1 0 X 0 217578 1753740 948331 100000 3019649 0 9033794 44321122 89412457 128898858 271666231 9251372 46074862 90360788 128998858 274685880 0 0 0 274685880 31850 28493 60343 9283222 46103355 90360788 128998858 274746223 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154052 95946 58106 176752 85660 91092 382292 147509 234783 383981 RESTRICTED DEPOSITS 4755501 4755501 UNSECURED NOTE PAYABLE TO RELATED PARTY 3990040 DUE TO RELATED PARTIES, NET 99372 DUE TO NEW YORK STATE 1867946 5957358 128898858 0 128898858 0 128898858 123949742 0 123949742 0 123949742 0 CDS WOLF FOUNDATION INC 860 HARD RD WEBSTER NY 14580 204311706 3 15000 ASSISTANCE WITH OPERATIONS 1 1 0 1 0 0 0 0 0 0 0 SHARON MARBLE COO 164202 0 29376 0 12574 0 1082 0 9293 0 216527 0 0 0 SANKAR SEWNAUTH PRESIDENT 0 358905 0 143781 0 116337 0 1082 0 13284 0 633389 0 0 ADAM SOUTHCOTT CFO 141651 0 18600 0 3721 0 1082 0 924 0 165978 0 0 0 DR JOEL HAAS CHIEF MEDICAL OFFICER 186726 0 50 0 451 0 724 0 442 0 188393 0 0 0 PART I LINE 4B: SANKAR SEWNAUTH, PRESIDENT, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F) SPONSORED BY CDS LIFE TRASITIONS, INC., A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 CDS MONARCH, INC. IS LISTED IN THE BY-LAWS AS THE SOLE CORPORATE MEMBER OF ICIRCLE FORM 990, PART VI, SECTION A, LINE 7A AS AFFORDED BY THE BY-LAWS, CDS MONARCH, INC., THE SOLE CORPORATE MEMBER OF ICIRCLE HAS THE RIGHT TO ELECT, APPOINT, OR REMOVE MEMBERS OF THE BOARD OF DIRECTORS 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 15B THE ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSUTANT, COMPENSATION SURVEYS, WRITTEN EMPLOYMENT CONTRACTS, AND APPROVAL BY THE BOARD OF DIRECTORS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES. 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: PRIOR YEAR REVENUE (EXPENSE) ADJUSTMENTS, NET -435,837. 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