Civic Intelligence

Consumer Directed Choices Inc

990 • Fiscal year 2019 • EIN 16-1516618

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 14, 2020

Organization Profilewww.cdchoices.org

View Organization Page

7 Washington SquareAlbany, NY 12205

(518) 464-0810

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.48x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • NTEE P • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

33rd percentile

0.19x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • NTEE P • $25M-$50M nonprofits • Source year 2019

Net Margin

54th percentile

2.3%

Higher net margin than 54% of similar nonprofits.

2019 filings • NTEE P • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

27th percentile

$201,795

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • NTEE P • $25M-$50M nonprofits • Source year 2019

Asset Growth

96th percentile

42%

Faster asset growth than 96% of similar nonprofits.

2019 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

12%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$14,349,574

Up $4,246,212 (+42%) from 2018

Net Assets

Up

$7,435,434

Up $1,098,844 (+17%) from 2018

Liabilities

Up

$6,914,140

Up $3,147,368 (+84%) from 2018

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin54th percentile

Revenue

Up

$36,198,947

Up $4,016,705 (+12%) from 2018

Expenses

Up

$35,365,765

Up $3,477,513 (+11%) from 2018

Net Income

Up

$833,182

Up $539,192 (+183%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $6,753,046Liabilities 2011: $2,791,205Net Assets 2011: $3,961,8412011Assets 2012: $4,507,893Liabilities 2012: $420,915Net Assets 2012: $4,086,9782012Assets 2013: $4,566,996Liabilities 2013: $569,679Net Assets 2013: $3,997,3172013Assets 2014: $4,954,017Liabilities 2014: $662,802Net Assets 2014: $4,291,2152014Assets 2015: $5,414,071Liabilities 2015: $907,952Net Assets 2015: $4,506,1192015Assets 2016: $6,487,053Liabilities 2016: $1,404,697Net Assets 2016: $5,082,3562016Assets 2017: $7,910,868Liabilities 2017: $1,686,396Net Assets 2017: $6,224,4722017Assets 2018: $10,103,362Liabilities 2018: $3,766,772Net Assets 2018: $6,336,5902018Assets 2019: $14,349,574Liabilities 2019: $6,914,140Net Assets 2019: $7,435,4342019Assets 2020: $16,965,430Liabilities 2020: $8,476,061Net Assets 2020: $8,489,3692020Assets 2021: $21,497,712Liabilities 2021: $10,485,181Net Assets 2021: $11,012,5312021Assets 2022: $21,225,544Liabilities 2022: $8,525,292Net Assets 2022: $12,700,2522022Assets 2023: $26,069,434Liabilities 2023: $9,177,595Net Assets 2023: $16,891,8392023Assets 2024: $33,733,110Liabilities 2024: $10,400,576Net Assets 2024: $23,332,5342024

Highlighted filing

2019

Assets$14,349,574
Liabilities$6,914,140
Net Assets$7,435,434
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MRevenue 2011: $12,963,327Expenses 2011: $11,771,045Net Income 2011: $1,192,2822011Revenue 2012: $12,550,368Expenses 2012: $12,425,231Net Income 2012: $125,1372012Revenue 2013: $13,229,352Expenses 2013: $13,319,013Net Income 2013: -$89,6612013Revenue 2014: $15,456,269Expenses 2014: $15,158,016Net Income 2014: $298,2532014Revenue 2015: $18,763,611Expenses 2015: $18,492,310Net Income 2015: $271,3012015Revenue 2016: $25,392,119Expenses 2016: $24,895,268Net Income 2016: $496,8512016Revenue 2017: $30,356,799Expenses 2017: $29,382,546Net Income 2017: $974,2532017Revenue 2018: $32,182,242Expenses 2018: $31,888,252Net Income 2018: $293,9902018Revenue 2019: $36,198,947Expenses 2019: $35,365,765Net Income 2019: $833,1822019Revenue 2020: $40,611,095Expenses 2020: $39,682,054Net Income 2020: $929,0412020Revenue 2021: $46,559,698Expenses 2021: $44,197,385Net Income 2021: $2,362,3132021Revenue 2022: $54,936,298Expenses 2022: $52,390,940Net Income 2022: $2,545,3582022Revenue 2023: $69,896,669Expenses 2023: $66,171,574Net Income 2023: $3,725,0952023Revenue 2024: $90,509,538Expenses 2024: $84,169,206Net Income 2024: $6,340,3322024

Highlighted filing

2019

Revenue$36,198,947
Expenses$35,365,765
Net Income$833,182
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 14, 2020
Return Version
2019v5.0
Gross Receipts
$36,345,322
Mission and Program Overview

Mission

To provide and advance community based support to promote self-determination for seniors and individuals with disabilities and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,522,385$7,482,897▲ $2,960,512
Accounts Receivable$3,220,636$4,150,301▲ $929,665
Investments in Publicly Traded Securities$1,913,118$2,265,722▲ $352,604
Prepaid Expenses and Deferred Charges$228,117$281,438▲ $53,321
Land, Buildings, and Equipment, Net$211,075$161,185▼ $49,890
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$10,103,362$14,349,574▲ $4,246,212
Other Assets Total$7,731$7,731→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,766,765$6,913,538▲ $3,146,773
Other Liabilities$7$602▲ $595
Total Liabilities$3,766,772$6,914,140▲ $3,147,368
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,336,590$7,435,434▲ $1,098,844
Total Net Assets Fund Balance$6,336,590$7,435,434▲ $1,098,844
Total Liabilities and Net Assets / Fund Balance$10,103,362$14,349,574▲ $4,246,212

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$113,427$157,406$270,833
Equipment$47,758$204,449$252,207
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth MartinCEOFT$189,046$12,749$201,795
Chris GraberCFOFT$167,426$10,000$177,426
Brian FrasierFin Ops MgrFT$111,076$9,486$120,562

Board Members and Trustees

NameTitle
Jane-marie SchaefferChair
Thomas CehowskiVice Chair
Crystal BergmannDirector
Greg GiulianoDirector
Jim ShelffoDirector
Michael LawlerDirector
Rick CookDirector
Ryan K Micklus EsqDirector
Cindy HillSecretary
Eileen ScanlanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,063
Program Service Revenue
$35,964,631
Investment Income
$224,250
Other Revenue
$3
All Other Contributions
$4,463
Change in Net Assets
$833,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,198,947
Revenue Not Reported on Form 990
$265,662
Total Revenue per Audited Statements
$36,464,609
Total Revenue per Form 990
$36,198,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$33,271,335
Other Expenses$2,094,430
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$27,967,323$337,329-$28,304,652
Other Employee Benefits$2,219,121$99,715-$2,318,836
Payroll Taxes$2,060,549$29,014-$2,089,563
Current Officers, Directors, Trustees, and Key Employees$314,685$64,536-$379,221
All Other Expenses$288,308$74,923-$363,231
Fees for Services Other$186,230$56,547-$242,777
Pension Plan Contributions$144,699$34,364-$179,063
Occupancy$135,715$41,208-$176,923
Other Expenses$71,392$21,677-$93,069
Fees for Services Legal$53,809$16,338-$70,147
Travel$53,450$16,230-$69,680
Advertising$39,203$11,903-$51,106
Depreciation Depletion$38,271$11,620-$49,891
Office Expenses$32,144$9,759-$41,903
Fees for Services Lobbying$27,577$8,373-$35,950
Insurance$26,013$7,898-$33,911
Fees for Services Accounting$16,600$5,041-$21,641
Total Functional Expenses$34,352,720$1,013,045$0$35,365,765

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,365,765
Total Expenses per Audited Statements$35,365,765
Total Expenses per Form 990$35,365,765
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cynthia HillBoard MemberUnits of ServiceNo$186,489
Thomas CehowskiBoard MemberUnits of ServiceNo$72,585
Crystal BergmanBoard MemberUnits of ServiceNo$60,408
John ShelffoBoard Mbr SonUnits of ServiceNo$49,278

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rate Overpayment Payable$602
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft copy is distributed to board members for review and comments.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are required to sign annual affirmation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“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, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Consumer Directed Choices Inc
EIN
16-1516618
Phone
5184640810
Address
7 WASHINGTON SQUARE, ALBANY, NY 12205

Signing Officer

Name
Chris Graber
Title
CFO
Signed
2020-09-14
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
2,376

Preparer

Firm
T M Byxbee Co CPAs NY PC
Address
18 Computer Drive East Ste 101, Albany, NY 12205-1111
Preparer
Glenn R Winter CPA
Phone
5184582213
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization files information returns (Return of Organizations Exempt From Income Tax Form 990, and New York State Annual Filing for Charitable Organizations Form CHAR500). The Organization has adopted the provisions of FASB ASC 740-10, Accounting for Uncertainty in Income Taxes and as a result has identified its exemption from income tax under Section 501(c)(3) and its treatment of CDCO as a disregarded tax entity as tax positions which fall within the scope of this standard. The Organization does not believe these tax positions will result in any change to its financial position. These information returns are subject to examination by tax jurisdictions (generally for three years from the filing date), and as a result, returns for the years subsequent to the year ended December 31, 2015 remain subject to examination. No interest or penalties with regard to income taxes have been recognized in the Statement of Financial Position or Statement of Activities”

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,349,574
Liabilities
$6,914,140
Net assets
$7,435,434
Revenue
$36,198,947
Expenses
$35,365,765
Net income
$833,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$10.4$23.3$90.5$84.2$6.34
2023Summary only. Only limited summary data is available for this year.$26.1$9.18$16.9$69.9$66.2$3.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$8.53$12.7$54.9$52.4$2.55
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$10.5$11.0$46.6$44.2$2.36
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$8.48$8.49$40.6$39.7$0.93
2019Detailed filing. Detailed filing data is available for this year.$14.3$6.91$7.44$36.2$35.4$0.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$3.77$6.34$32.2$31.9$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$1.69$6.22$30.4$29.4$0.97
2016Summary only. Only limited summary data is available for this year.$6.49$1.40$5.08$25.4$24.9$0.50
2015Summary only. Only limited summary data is available for this year.$5.41$0.91$4.51$18.8$18.5$0.27
2014Summary only. Only limited summary data is available for this year.$4.95$0.66$4.29$15.5$15.2$0.30
2013Summary only. Only limited summary data is available for this year.$4.57$0.57$4.00$13.2$13.3$0.09
2012Summary only. Only limited summary data is available for this year.$4.51$0.42$4.09$12.6$12.4$0.13
2011Summary only. Only limited summary data is available for this year.$6.75$2.79$3.96$13.0$11.8$1.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $25M-$50M nonprofits