2024-06-28T09:55:17-05:00 2023-12-31 141442607 BST & CO CPAS LLP 10 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2023-01-01 161516618 CONSUMER DIRECTED CHOICES INC CONS 5184640810 7 WASHINGTON SQUARE ALBANY NY 12205 CHRISTOPHER GRABER CEO 5184640810 2024-06-27 1 CHRISTOPHER GRABER 999009999 1 JEREMY COLE P00436330 5184596700 2024-06-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z CHRISTOPHER GRABER 7 WASHINGTON SQUARE ALBANY NY 12205 69896669 0 X WWW.CDCHOICES.ORG X 1997 NY AS THE PREMIER PROVIDER OF CONSUMER-DIRECTED PERSONAL ASSISTANCE, WE EMPOWER INDEPENDENCE AND ADVOCATE FOR PEOPLE WITH DISABILITIES, SENIORS, AND THEIR FAMILIES. 11 11 3039 0 0 0 187033 53837 54449174 69360990 300091 481842 0 0 54936298 69896669 0 0 0 0 47698449 60782250 0 0 0 4692491 5389324 52390940 66171574 2545358 3725095 21225544 26069434 8525292 9177595 12700252 16891839 AS THE PREMIER PROVIDER OF CONSUMER-DIRECTED PERSONAL ASSISTANCE WE EMPOWER INDEPENDENCE AND ADVOCATE FOR PEOPLE WITH DISABILITIES, SENIORS, AND THEIR FAMILIES. 0 0 64173567 69360990 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. 64173567 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 16 0 1 3039 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X BRIAN FRASIER 5184640810 7 WASHINGTON SQUARE ALBANY NY 12205 THOMAS SCOTT CEHOWSKI CHAIRPERSON 1.00 X X 0 0 0 EILEEN SCANLAN VICE CHAIR 1.00 X X 0 0 0 THOMAS GRIMES SECRETARY 1.00 X X 0 0 0 GREG GIULIANO TREASURER 1.00 X X 0 0 0 MICHAEL LAWLER DIRECTOR 1.00 X 0 0 0 RYAN K MICKLUS DIRECTOR 1.00 X 0 0 0 TAMMY REHM DIRECTOR 1.00 X 0 0 0 THOMAS MCGARRY DIRECTOR 1.00 X 0 0 0 THERESA TERRY WAITT DIRECTOR 1.00 X 0 0 0 KIM GANDER DIRECTOR 1.00 X 0 0 0 ARIEL RUIZ DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GRABER CEO 38.00 X 367740 0 146066 HONGWEI ZHANG SENIOR VP OPERATIONS 38.00 X 178965 0 24905 BRIAN FRASIER CONTROLLER 38.00 X 181807 0 32131 MARK KEPNER-CLOUGH DIRECTOR OF PEOPLE OPERATIONS AND RISK 38.00 X 109574 0 39019 838086 0 242121 4 0 1 0 0 42500 11337 53837 MEDICAID PAYMENTS 624100 69360990 69360990 69360990 481842 481842 0 42500 0 0 69896669 69360990 0 481842 616242 603796 12446 53596963 52814513 782450 259938 242697 17241 2236827 2088468 148359 4072280 4017592 54688 124111 93849 30262 59507 44997 14510 79125 79125 27125 27125 533146 403149 129997 1304421 997054 307367 301708 228142 73566 504238 381290 122948 233934 176894 57040 138440 104683 33757 62699 47411 15288 50819 38428 12391 BAD DEBT 1424347 1424347 GROSS RECEIPTS TAX 222107 221563 544 DUES AND SUBSCRIPTIONS 84697 64045 20652 FMS ENGINE 83094 62833 20261 155806 117816 37990 66171574 64173567 1998007 0 300 300 6467177 4775251 7240848 11577322 229350 239404 2449936 604697 149822 1845239 6857598 7535120 280449 96798 21225544 26069434 2487631 3660092 6037661 5517503 8525292 9177595 X 12700252 16891839 12700252 16891839 21225544 26069434 3725095 466492 0 X X 0 1 X 1 0 X 10063 979223 232454 187033 53837 1462610 35964631 39427631 46071955 54449174 69360990 245274381 35974694 40406854 46304409 54636207 69414827 246736991 0 0 0 246736991 196988 199744 243454 403264 481842 1525292 196988 199744 243454 403264 481842 1525292 3 3 36171685 40606598 46547863 55039471 69896669 248262286 0.99390 0.99450 0.00610 0.00550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 3. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 79125 79125 0 PART II-B, LINE 1: THE ORGANIZATION HIRED OSTROFF ASSOCIATES AND HINMAN STRAUB TO LOBBY FOR US TO PROMOTE CDPA, ESPECIALLY DURING THE STATE BUDGET SEASON. THROUGHOUT THE REMAINDER OF THE YEAR, THEY PROVIDE INFORMATION ABOUT WHAT IS HAPPENING AT THE STATE CAPITOL. 2449936 604697 1845239 1845239 DUE TO THIRD PARTIES 5442098 LEASE LIABILITY FOR OPERATING LEASE 27267 LEASE LIABILITIES FOR FINANCE LEASES 48138 5517503 X 70336036 466492 466492 69869544 27125 27125 69896669 66144449 0 66144449 27125 27125 66171574 PART X, LINE 2: CDCHOICES FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITIONS TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED CDCHOICES TAX POSITIONS, INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT CDCHOICES HAS TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2023 AND 2022. PA RECOGNITION CEREMONY 42500 42500 42500 42500 X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER GRABER CEO 275402 0 57266 0 35072 0 114054 0 32012 0 513806 0 46753 0 BRIAN FRASIER CONTROLLER 148118 0 14782 0 18907 0 119 0 32012 0 213938 0 0 0 HONGWEI ZHANG SENIOR VP OPERATIONS 154910 0 20288 0 3767 0 13742 0 11163 0 203870 0 0 0 THOMAS CEHOWSKI BOARD MEMBER 108250 UNITS OF SERVICE 0 THOMAS GRIMES BOARD MEMBER 218694 UNITS OF SERVICE 0 KIM GANDER BOARD MEMBER 57545 UNITS OF SERVICE 0 PART IV. BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING 2023, BOARD OF DIRECTORS MEMBERS RECEIVED IN TOTAL, HOURLY UNITS OF 15,520 UNITS OF CONSUMER DIRECTED HOME CARE SERVICES THROUGH THE ORGANIZATION. TOTAL REVENUE DERIVED FROM THE PROVISION OF THESE SERVICES TO THESE BOARD MEMBERS WAS $384,489. RATES CHARGED FOR THESE SERVICES ARE THE SAME AS FOR SERVICES TO ALL OTHER UNRELATED CONSUMERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY IS DISTRIBUTED TO BOARD MEMBERS FOR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL AFFIRMATION. FORM 990, PART VI, SECTION B, LINE 15 CEO: THE CEO PREPARES A SELF EVALUATION. ALSO, A BOARD COMMITTEE PREPARES AN EVALUATION OF THE CEO. IN ADDITION, COMPARABLE SALARIES ARE USED FROM SIMILAR ENTITIES TO DETERMINE COMPENSATION. OTHER KEY EMPLOYEES: PAY RANGES HAVE BEEN ESTABLISHED. SELF EVALUATIONS AS WELL AS DIRECT SUPERVISOR EVALUATIONS ARE PREPARED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE POLICY FROM THE PRIOR YEAR.