Form 990 for tax year 2024
Filed by CONCEPTS OF INDEPENDENT CHOICES INC.
Totals
- Total revenue
- $20,064,080
- Total expenses
- $16,655,127
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $19,801,675
- Investment income
- $47,502
- Other revenue
- $214,903
- Total assets, end of year
- $10,909,831
- Total liabilities, end of year
- $12,159,618
- Net assets or fund balances, end of year
- -$1,249,787
- Program services expenses (Part IX)
- $15,588,779
- Management and general expenses
- $1,066,348
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $15,588,779
Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEDICAID REVENUE
total $19,801,675 · related or exempt $19,801,675
-
3 · Investment income
total $47,502 · excluded $47,502
-
11a · Other revenue: BAD DEBT RECOVERY
total $158,384 · excluded $158,384
-
11b · Other revenue: REFUND
total $56,372 · excluded $56,372
-
11c · Other revenue: OTHER INCOME
total $147 · excluded $147
-
11e · Other revenue, total
$214,903
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $14,592,125 · program services $14,056,831 · management and general $535,294
-
8 · Pension plan contributions
total $1,712 · management and general $1,712
-
9 · Other employee benefits
total $167,555 · program services $62,094 · management and general $105,461
-
10 · Payroll taxes
total $1,445,299 · program services $1,399,584 · management and general $45,715
-
11c · Fees: accounting
total $47,500 · management and general $47,500
-
12 · Advertising and promotion
total $498 · management and general $498
-
13 · Office expenses
total $22,591 · management and general $22,591
-
14 · Information technology
total $39,059 · management and general $39,059
-
16 · Occupancy
total $70,840 · management and general $70,840
-
17 · Travel
total $5,537 · management and general $5,537
-
19 · Conferences, conventions and meetings
total $30 · management and general $30
-
23 · Insurance
total $163,585 · management and general $163,585
-
24a · Other expenses: HEALTH FACILITY EXPENSE
total $70,270 · program services $70,270
-
24b · Other expenses: DUES
total $27,205 · management and general $27,205
-
24c · Other expenses: BOARD STIPEND
total $602 · management and general $602
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $574 · management and general $574
-
24e · All other expenses
total $145 · management and general $145
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,807,497 · end of year $6,785,346
-
4 · Accounts receivable
beginning of year $4,105,910 · end of year $3,988,550
-
9 · Prepaid expenses and deferred charges
beginning of year $31,502 · end of year $48,831
-
15 · Other assets
beginning of year $156,890 · end of year $87,104
-
17 · Accounts payable and accrued expenses
beginning of year $1,746,427 · end of year $1,669,763
-
25 · Other liabilities
beginning of year $14,014,112 · end of year $10,489,855
-
27 · Net assets without donor restrictions
beginning of year -$4,658,740 · end of year -$1,249,787
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
CONCEPTS OF INDEPENDENT CHOICES' IS A NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES MEDICAID ELIGIBLE DISABLED INDIVIDUALS IN VARIOUS NEW YORK STATE COUNTIES CONSUMER-DIRECTED PERSONAL CARE ASSISTANCE SERVICES.
Activities or mission (Part I)
CONTRACT WITH VARIOUS NEW YORK STATE COUNTIES TO PROVIDE CONSUMER-DIRECTED PERSONAL CARE ASSISTANCE SERVICE TO DISABLED CONSUMERS.
-
CONTRACT WITH VARIOUS NYS COUNTIES TO PROVIDE CONSUMER-DIRECTED PERSONAL ASSISTANCE SERVICES TO DISABLED CONSUMERS THAT ARE FUNDED BY NYS MEDICAID.
Expenses $15,588,779 · Revenue $19,801,675
As filed on the 2024 return.
Listed in Part VII
-
Anthony CaputoANTHONY CAPUTO
PRESIDENT & CEO
- Total calculated
- $321,694
- From this org
- $0
- From related orgs
- $287,526
- Other
- $34,168
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $265,534 related
- Bonus
- $0
- Other
- $0 + $21,992 related
- Deferred
- $0 + $16,162 related
- Nontaxable benefits
- $0 + $18,006 related
- Filer's total
- $0 + $321,694 related
-
Joann VitielloJOANN VITIELLO
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Judith TshibanguJUDITH TSHIBANGU
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Louise WeathersLOUISE WEATHERS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Nancy BrownNANCY BROWN
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Zoe AgiosZOE AGIOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
John Lewis BrownJOHN LEWIS BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Westley PembertonWESTLEY PEMBERTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Maria MischkeMARIA MISCHKE
CHIEF ADMIN OFFICER / CORP COMPLIANCE
- Total calculated
- $287,962
- From this org
- $0
- From related orgs
- $238,218
- Other
- $49,744
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $223,990 related
- Bonus
- $0 + $6,000 related
- Other
- $0 + $8,228 related
- Deferred
- $0 + $14,525 related
- Nontaxable benefits
- $0 + $35,219 related
- Filer's total
- $0 + $287,962 related
-
Zbigniew MejranZBIGNIEW MEJRAN
DIRECTOR OF IT
- Total calculated
- $195,319
- From this org
- $0
- From related orgs
- $169,527
- Other
- $25,792
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $159,218 related
- Bonus
- $0 + $3,500 related
- Other
- $0 + $6,809 related
- Deferred
- $0 + $10,036 related
- Nontaxable benefits
- $0 + $15,756 related
- Filer's total
- $0 + $195,319 related
-
Joseph LawlissJOSEPH LAWLISS
DIRECTOR OF OUTREACH/PENSION
- Total calculated
- $193,832
- From this org
- $0
- From related orgs
- $133,391
- Other
- $60,441
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $125,208 related
- Bonus
- $0 + $1,500 related
- Other
- $0 + $6,683 related
- Deferred
- $0 + $8,386 related
- Nontaxable benefits
- $0 + $52,055 related
- Filer's total
- $0 + $193,832 related
-
Donette TurnageDONETTE TURNAGE
DIRECTOR OF QUALITY ASSURANCE
- Total calculated
- $150,260
- From this org
- $0
- From related orgs
- $141,875
- Other
- $8,385
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $128,658 related
- Bonus
- $0 + $5,000 related
- Other
- $0 + $8,217 related
- Deferred
- $0 + $8,385 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $150,260 related
-
Jose RodriguezJOSE RODRIGUEZ
DIRECTOR OF BILLING
- Total calculated
- $161,657
- From this org
- $0
- From related orgs
- $135,121
- Other
- $26,536
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $122,048 related
- Bonus
- $0 + $5,000 related
- Other
- $0 + $8,073 related
- Deferred
- $0 + $8,380 related
- Nontaxable benefits
- $0 + $18,156 related
- Filer's total
- $0 + $161,657 related
-
Qi Yi KuangQI YI KUANG
COMPTROLLER
- Total calculated
- $143,498
- From this org
- $0
- From related orgs
- $134,824
- Other
- $8,674
- Hours/week
- 5 + 30 related
-
Beata Klar-JakubowskiBEATA KLAR-JAKUBOWSKI
DIRECTOR OF CONTRACTS/TIMEKEEPING
- Total calculated
- $155,999
- From this org
- $0
- From related orgs
- $119,832
- Other
- $36,167
- Hours/week
- 5 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $109,093 related
- Bonus
- $0 + $3,500 related
- Other
- $0 + $7,239 related
- Deferred
- $0 + $7,330 related
- Nontaxable benefits
- $0 + $28,837 related
- Filer's total
- $0 + $155,999 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION IS DETERMINED BY ITS RELATED ORGANIZATION, CONCEPTS OF INDEPENDENCE, INC. BELOW IS THEIR PROCESS: COMPENSATION FOR THE CEO WAS REVIEWED AND PRESENTED TO THE BOARD OF DIRECTORS BY AN INDEPENDENT COMPENSATION CONSULTANT. THE BOARD OF DIRECTORS THEN APPROVED THE COMPENSATION AMOUNTS AND ANNUAL INCREASES AND OR BONUSES.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PERSONAL CARE · NY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523169349308232
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