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← CONCEPTS OF INDEPENDENT CHOICES INC

Form 990 for tax year 2023

Filed by CONCEPTS OF INDEPENDENT CHOICES INC.

What the amendment changed

Compared with the return it replaced , filed 15 November 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$23,038,245 changed to $18,050,140
Total expenses
$16,005,246 changed to $16,012,184
Other revenue
$5,343,894 changed to $355,789
Total assets, end of year
$10,971,528 changed to $11,101,799
Total liabilities, end of year
$10,635,225 changed to $15,760,539
Net assets or fund balances, end of year
$336,303 changed to -$4,658,740
Program services expenses
$15,136,343 changed to $15,107,255
Management and general expenses
$868,903 changed to $904,929
Program service expenses (Part III)
$15,136,343 changed to $15,107,255

Totals

Total revenue
$18,050,140
Total expenses
$16,012,184
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$17,694,351
Investment income
$0
Other revenue
$355,789
Total assets, end of year
$11,101,799
Total liabilities, end of year
$15,760,539
Net assets or fund balances, end of year
-$4,658,740
Program services expenses (Part IX)
$15,107,255
Management and general expenses
$904,929
Fundraising expenses
$0
Program service expenses (Part III)
$15,107,255

Program services were 94.3% 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 $17,694,351 · related or exempt $17,694,351

  • 11a · Other revenue: BAD DEBT RECOVERY

    total $355,580 · excluded $355,580

  • 11b · Other revenue: OTHER INCOME

    total $209 · excluded $209

  • 11e · Other revenue, total

    $355,789

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $14,116,109 · program services $13,642,437 · management and general $473,672

  • 8 · Pension plan contributions

    total $28,488 · management and general $28,488

  • 9 · Other employee benefits

    total $173,538 · program services $88,890 · management and general $84,648

  • 10 · Payroll taxes

    total $1,358,805 · program services $1,318,495 · management and general $40,310

  • 11c · Fees: accounting

    total $40,000 · management and general $40,000

  • 11g · Fees: other

    total $29,084 · management and general $29,084

  • 12 · Advertising and promotion

    total $334 · management and general $334

  • 13 · Office expenses

    total $23,102 · management and general $23,102

  • 14 · Information technology

    total $46,112 · management and general $46,112

  • 16 · Occupancy

    total $81,039 · management and general $81,039

  • 17 · Travel

    total $1,942 · management and general $1,942

  • 19 · Conferences, conventions and meetings

    total $14 · management and general $14

  • 23 · Insurance

    total $43,372 · management and general $43,372

  • 24a · Other expenses: HEALTH FACILITY EXPENSE

    total $57,433 · program services $57,433

  • 24b · Other expenses: DUES

    total $11,585 · management and general $11,585

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $941 · management and general $941

  • 24d · Other expenses: BOARD STIPEND

    total $286 · management and general $286

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,095,335 · end of year $6,807,497

  • 4 · Accounts receivable

    beginning of year $2,472,596 · end of year $4,105,910

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,625 · end of year $31,502

  • 15 · Other assets

    beginning of year $26,618 · end of year $156,890

  • 17 · Accounts payable and accrued expenses

    beginning of year $289,425 · end of year $1,746,427

  • 25 · Other liabilities

    beginning of year $17,031,445 · end of year $14,014,112

  • 27 · Net assets without donor restrictions

    beginning of year -$6,696,696 · end of year -$4,658,740

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

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 $15,107,255 · Revenue $17,694,351

As filed on the 2023 return.

Listed in Part VII

  • Anthony Caputo

    PRESIDENT & CEO

    Total calculated
    $300,954
    From this org
    $0
    From related orgs
    $268,712
    Other
    $32,242
    Hours/week
    5 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,664 related
    Bonus
    $0
    Other
    $0 + $3,048 related
    Deferred
    $0 + $16,162 related
    Nontaxable benefits
    $0 + $16,080 related
    Filer's total
    $0 + $300,954 related

  • Joann Vitiello

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Judith Tshibangu

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Louise Weathers

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Nancy Brown

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Zoe Agios

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • John Lewis Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Westley Pemberton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Maria Mischke

    CHIEF ADMIN OFFICER

    Total calculated
    $277,457
    From this org
    $0
    From related orgs
    $232,128
    Other
    $45,329
    Hours/week
    5 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,194 related
    Bonus
    $0 + $5,750 related
    Other
    $0 + $10,184 related
    Deferred
    $0 + $14,270 related
    Nontaxable benefits
    $0 + $31,059 related
    Filer's total
    $0 + $277,457 related

  • Zbigniew Mejran

    DIRECTOR OF IT

    Total calculated
    $190,787
    From this org
    $0
    From related orgs
    $167,008
    Other
    $23,779
    Hours/week
    5 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,086 related
    Bonus
    $0 + $3,000 related
    Other
    $0 + $10,922 related
    Deferred
    $0 + $9,949 related
    Nontaxable benefits
    $0 + $13,830 related
    Filer's total
    $0 + $190,787 related

  • Jose Rodriguez

    DIRECTOR OF BILLING

    Total calculated
    $159,203
    From this org
    $0
    From related orgs
    $135,002
    Other
    $24,201
    Hours/week
    5 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $120,811 related
    Bonus
    $0 + $4,500 related
    Other
    $0 + $9,691 related
    Deferred
    $0 + $8,121 related
    Nontaxable benefits
    $0 + $16,080 related
    Filer's total
    $0 + $159,203 related

  • Donette Turnage

    DIRECTOR OF INTAKE/ QUAL ASSURANCE

    Total calculated
    $141,876
    From this org
    $0
    From related orgs
    $133,859
    Other
    $8,017
    Hours/week
    5 + 30 related

  • Joseph Lawliss

    DIRECTOR OF OUTREACH/PENSION

    Total calculated
    $183,805
    From this org
    $0
    From related orgs
    $129,887
    Other
    $53,918
    Hours/week
    5 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,010 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $7,377 related
    Deferred
    $0 + $8,248 related
    Nontaxable benefits
    $0 + $45,670 related
    Filer's total
    $0 + $183,805 related

  • Qi Yi Kuang

    COMPTROLLER

    Total calculated
    $133,299
    From this org
    $0
    From related orgs
    $124,410
    Other
    $8,889
    Hours/week
    5 + 30 related

  • Beata Klar-Jakubowski

    DIRECTOR OF MANAGED CARE CONTRACTS

    Total calculated
    $148,014
    From this org
    $0
    From related orgs
    $115,649
    Other
    $32,365
    Hours/week
    5 + 30 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.

Provenance

Return type
form_990
Tax year
2023
Filed
25 February 2025
IRS schema version
2023v6.0
Source object
202510569349301321

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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