Civic Intelligence

Consumer Directed Choices Inc

990 • Fiscal year 2021 • EIN 16-1516618

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 19, 2024

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

71st percentile

0.49x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • NTEE P • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.23x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • NTEE P • $25M-$50M nonprofits • Source year 2021

Net Margin

46th percentile

5.1%

Higher net margin than 46% of similar nonprofits.

2021 filings • NTEE P • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

74th percentile

$357,275

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2021 filings • NTEE P • $25M-$50M nonprofits • Source year 2021

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

2021 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • NTEE P • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$21,497,712

Up $4,532,282 (+27%) from 2020

Net Assets

Up

$11,012,531

Up $2,523,162 (+30%) from 2020

Liabilities

Up

$10,485,181

Up $2,009,120 (+24%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin46th percentile

Revenue

Up

$46,559,698

Up $5,948,603 (+15%) from 2020

Expenses

Up

$44,197,385

Up $4,515,331 (+11%) from 2020

Net Income

Up

$2,362,313

Up $1,433,272 (+154%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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 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

2021

Assets$21,497,712
Liabilities$10,485,181
Net Assets$11,012,531
Open 2021 Filing

Operations Trend

Revenue Growth67th 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 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

2021

Revenue$46,559,698
Expenses$44,197,385
Net Income$2,362,313
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 19, 2024
Return Version
2021v4.1
Gross Receipts
$46,581,970
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.

As the premier provider of consumer-directed personal assistance, we empower independence and advocate for people with disabilities, seniors, and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,135,735$13,279,128▲ $3,143,393
Investments in Publicly Traded Securities$2,457,383$4,051,741▲ $1,594,358
Accounts Receivable$3,993,108$3,531,314▼ $461,794
Prepaid Expenses and Deferred Charges$232,322$474,317▲ $241,995
Land, Buildings, and Equipment, Net$138,876$153,206▲ $14,330
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$16,965,430$21,497,712▲ $4,532,282
Other Assets Total$7,706$7,706→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,439,327$10,477,058▲ $2,037,731
Other Liabilities$36,734$8,123▼ $28,611
Total Liabilities$8,476,061$10,485,181▲ $2,009,120
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,489,369$11,012,531▲ $2,523,162
Total Net Assets Fund Balance$8,489,369$11,012,531▲ $2,523,162
Total Liabilities and Net Assets / Fund Balance$16,965,430$21,497,712▲ $4,532,282

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$153,206$481,214$634,420
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher GraberCEOFT$214,451$142,824$357,275
Brian FrasierCFOFT$144,792$85,631$230,423
STEPHANIE O'GRADYCorp ComplianceFT$120,630$6,743$127,373

Board Members and Trustees

NameTitle
Jane-marie SchaefferChair
Thomas CehowskiVice Chair
Cindy HillDirector
Gerald LeonardDirector
Greg GiulianoDirector
Kim GanderDirector
Lori RappleyeaDirector
Michael LawlerDirector
Ryan K Micklus EsqDirector
Tammy RehmDirector
Theresa WaittDirector
Thomas McgarryDirector
Thomas GrimesSecretary
Eileen ScanlanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$232,454
Program Service Revenue
$46,071,955
Investment Income
$255,289
Other Revenue
$0
All Other Contributions
$5
Change in Net Assets
$2,362,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,559,698
Revenue Not Reported on Form 990
$160,849
Total Revenue per Audited Statements
$46,720,547
Total Revenue per Form 990
$46,559,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$40,742,346
Other Expenses$3,455,039
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$35,308,881$454,483-$35,763,364
Payroll Taxes$2,671,399$39,338-$2,710,737
Other Employee Benefits$1,476,535$94,613-$1,571,148
Advertising$928,203$283,418-$1,211,621
Current Officers, Directors, Trustees, and Key Employees$372,891$105,517-$478,408
Fees for Services Other$347,882$112,072-$459,954
All Other Expenses$296,961$89,915-$386,876
Fees for Services Legal$182,036$58,644-$240,680
Pension Plan Contributions$174,579$44,110-$218,689
Occupancy$136,383$43,937-$180,320
Other Expenses$95,428$30,743-$126,171
Fees for Services Lobbying-$78,000-$78,000
Travel$54,510$17,561-$72,071
Depreciation Depletion$46,463$14,968-$61,431
Insurance$25,688$8,276-$33,964
Office Expenses$23,024$7,417-$30,441
Fees for Services Accounting$20,285$6,535-$26,820
Total Functional Expenses$42,615,046$1,582,339$0$44,197,385

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$44,197,385
Total Expenses per Audited Statements$44,197,385
Total Expenses per Form 990$44,197,385
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Tom GrimesBoard MemberUnits of ServiceNo$179,529
Thomas CehowskiBoard MemberUnits of ServiceNo$75,599
John ShelffoBoard Mbr SonUnits of ServiceNo$43,755
Lori RappleyeaBoard MemberUnits of ServiceNo$29,377
Cynthia HillBoard MemberUnits of ServiceNo$19,596
Gerald LeonardBoard MemberUnits of ServiceNo$14,729

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$8,123
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
Yes
Business relationship with organization members
Yes
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
Christopher Graber
Title
CEO
Signed
2024-02-19
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
2,471

Preparer

Firm
T M Byxbee Co CPAs NY PC
Address
18 Computer Drive East Ste 101, Albany, NY 12205
Preparer
Thomas A Gessick CPA
Phone
5184582213
Supplemental Narrative

Additional Explanations

Amended Explanation

“Amended return filed to include schedule c, political campaign and lobbying activities, inadvertently omitted from the original filing”

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, 2017 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

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,497,712
Liabilities
$10,485,181
Net assets
$11,012,531
Revenue
$46,559,698
Expenses
$44,197,385
Net income
$2,362,313
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
2021Detailed filing. Detailed filing data is available for this year.$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
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$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