Totals
- Total revenue
- $69,896,669
- Total expenses
- $66,171,574
- Contributions and grants received
- $53,837
- Grants paid
- $0
- Program service revenue
- $69,360,990
- Investment income
- $481,842
- Other revenue
- $0
- Total assets, end of year
- $26,069,434
- Total liabilities, end of year
- $9,177,595
- Net assets or fund balances, end of year
- $16,891,839
- Program services expenses (Part IX)
- $64,173,567
- Management and general expenses
- $1,998,007
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $64,173,567
Program services were 97.0% 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.
-
1c · Fundraising events
$42,500
-
1f · All other contributions, gifts and grants
$11,337
-
2a · Program service revenue: MEDICAID PAYMENTS
total $69,360,990 · related or exempt $69,360,990
-
3 · Investment income
total $481,842 · excluded $481,842
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$42,500
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $616,242 · program services $603,796 · management and general $12,446
-
7 · Other salaries and wages
total $53,596,963 · program services $52,814,513 · management and general $782,450
-
8 · Pension plan contributions
total $259,938 · program services $242,697 · management and general $17,241
-
9 · Other employee benefits
total $2,236,827 · program services $2,088,468 · management and general $148,359
-
10 · Payroll taxes
total $4,072,280 · program services $4,017,592 · management and general $54,688
-
11b · Fees: legal
total $124,111 · program services $93,849 · management and general $30,262
-
11c · Fees: accounting
total $59,507 · program services $44,997 · management and general $14,510
-
11d · Fees: lobbying
total $79,125 · management and general $79,125
-
11f · Fees: investment management
total $27,125 · management and general $27,125
-
11g · Fees: other
total $533,146 · program services $403,149 · management and general $129,997
-
12 · Advertising and promotion
total $1,304,421 · program services $997,054 · management and general $307,367
-
13 · Office expenses
total $301,708 · program services $228,142 · management and general $73,566
-
14 · Information technology
total $504,238 · program services $381,290 · management and general $122,948
-
16 · Occupancy
total $233,934 · program services $176,894 · management and general $57,040
-
17 · Travel
total $138,440 · program services $104,683 · management and general $33,757
-
22 · Depreciation, depletion and amortization
total $62,699 · program services $47,411 · management and general $15,288
-
23 · Insurance
total $50,819 · program services $38,428 · management and general $12,391
-
24a · Other expenses: BAD DEBT
total $1,424,347 · program services $1,424,347
-
24b · Other expenses: GROSS RECEIPTS TAX
total $222,107 · program services $221,563 · management and general $544
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $84,697 · program services $64,045 · management and general $20,652
-
24d · Other expenses: FMS ENGINE
total $83,094 · program services $62,833 · management and general $20,261
-
24e · All other expenses
total $155,806 · program services $117,816 · management and general $37,990
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $300 · end of year $300
-
2 · Savings and temporary cash investments
beginning of year $6,467,177 · end of year $4,775,251
-
4 · Accounts receivable
beginning of year $7,240,848 · end of year $11,577,322
-
9 · Prepaid expenses and deferred charges
beginning of year $229,350 · end of year $239,404
-
10a · Land, buildings and equipment: cost or other basis
$2,449,936
-
10b · Land, buildings and equipment: accumulated depreciation
$604,697
-
10c · Land, buildings and equipment, net
beginning of year $149,822 · end of year $1,845,239
-
11 · Investments: publicly traded securities
beginning of year $6,857,598 · end of year $7,535,120
-
15 · Other assets
beginning of year $280,449 · end of year $96,798
-
17 · Accounts payable and accrued expenses
beginning of year $2,487,631 · end of year $3,660,092
-
25 · Other liabilities
beginning of year $6,037,661 · end of year $5,517,503
-
27 · Net assets without donor restrictions
beginning of year $12,700,252 · end of year $16,891,839
Mission and programs · 2023
Mission
AS THE PREMIER PROVIDER OF CONSUMER-DIRECTED PERSONAL ASSISTANCE WE EMPOWER INDEPENDENCE AND ADVOCATE FOR PEOPLE WITH DISABILITIES, SENIORS, AND THEIR FAMILIES.
Activities or mission (Part I)
AS THE PREMIER PROVIDER OF CONSUMER-DIRECTED PERSONAL ASSISTANCE, WE EMPOWER INDEPENDENCE AND ADVOCATE FOR PEOPLE WITH DISABILITIES, SENIORS, AND THEIR FAMILIES.
-
IN FULFILLMENT OF ITS RESPONSIBILITIES UNDER VARIOUS CONSUMER DIRECTED PROGRAMS, CDCHOICES SERVES AS A FISCAL INTERMEDIARY FOR CONSUMERS/DESIGNATED REPRESENTATIVES. AMONG ITS FISCAL INTERMEDIARY SERVICES IS TO PROVIDE PAYROLL AND BENEFITS SERVICES FOR 2,988 EMPLOYEES OF CONSUMERS/DESIGNATED REPRESENTATIVES. AS SUCH, OF THE REPORTED EMPLOYEES IN PART I, LINE 5, ONLY 51 ARE EMPLOYEES OF CONSUMER DIRECTED CHOICES. THE REMAINING INDIVIDUALS REPORTED ARE THOSE FOR WHOM CDCHOICES PROVIDES PAYROLL SERVICES ON BEHALF OF CONSUMERS/DESIGNATED REPRESENTATIVES.
Expenses $64,173,567 · Revenue $69,360,990
As filed on the 2023 return.
Listed in Part VII
-
Thomas Scott CehowskiTHOMAS SCOTT CEHOWSKI
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Eileen ScanlanEILEEN SCANLAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas GrimesTHOMAS GRIMES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Greg GiulianoGREG GIULIANO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Michael LawlerMICHAEL LAWLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan K MicklusRYAN K MICKLUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tammy RehmTAMMY REHM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas McGarryTHOMAS MCGARRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Theresa Terry WaittTHERESA TERRY WAITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim GanderKIM GANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ariel RuizARIEL RUIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher GraberCHRISTOPHER GRABER
CEO
- Total calculated
- $513,806
- From this org
- $367,740
- From related orgs
- $0
- Other
- $146,066
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $275,402
- Bonus
- $57,266
- Other
- $35,072
- Deferred
- $114,054
- Nontaxable benefits
- $32,012
- Filer's total
- $513,806
-
Hongwei ZhangHONGWEI ZHANG
SENIOR VP OPERATIONS
- Total calculated
- $203,870
- From this org
- $178,965
- From related orgs
- $0
- Other
- $24,905
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $154,910
- Bonus
- $20,288
- Other
- $3,767
- Deferred
- $13,742
- Nontaxable benefits
- $11,163
- Filer's total
- $203,870
-
Brian FrasierBRIAN FRASIER
CONTROLLER
- Total calculated
- $213,938
- From this org
- $181,807
- From related orgs
- $0
- Other
- $32,131
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $148,118
- Bonus
- $14,782
- Other
- $18,907
- Deferred
- $119
- Nontaxable benefits
- $32,012
- Filer's total
- $213,938
-
Mark Kepner-CloughMARK KEPNER-CLOUGH
DIRECTOR OF PEOPLE OPERATIONS AND RISK
- Total calculated
- $148,593
- From this org
- $109,574
- From related orgs
- $0
- Other
- $39,019
- Hours/week
- 38
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
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
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
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 June 2024
- IRS schema version
- 2023v5.1
- Source object
- 202401809349301000
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