Civic Intelligence

Consumer Choice Services Inc.

990 • Fiscal year 2018 • EIN 20-2014073

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

12600 Whitewater Drive No 100Minnetonka, MN 55343

(952) 935-3515

Siviq Scores

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

Liabilities / Assets

65th percentile

0.44x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.04x

Higher debt load relative to revenue than 9% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

35th percentile

0.5%

Higher net margin than 35% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$378,408

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

94th percentile

41%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

63%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Assets

Up

$7,042,314

Up $2,056,332 (+41%) from 2017

Net Assets

Up

$3,928,822

Up $359,711 (+10%) from 2017

Liabilities

Up

$3,113,492

Up $1,696,621 (+120%) from 2017

Revenue

Up

$70,399,193

Up $27,181,538 (+63%) from 2017

Expenses

Up

$70,039,482

Up $27,470,665 (+65%) from 2017

Net Income

Down

$359,711

Down $289,127 (-45%) from 2017

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $1,812,809Liabilities 2010: $228,840Net Assets 2010: $1,583,9692010Assets 2011: $2,231,348Liabilities 2011: $263,771Net Assets 2011: $1,967,5772011Assets 2012: $2,814,174Liabilities 2012: $347,305Net Assets 2012: $2,466,8692012Assets 2013: $2,923,080Liabilities 2013: $426,849Net Assets 2013: $2,496,2312013Assets 2014: $3,107,732Liabilities 2014: $560,668Net Assets 2014: $2,547,0642014Assets 2015: $3,460,391Liabilities 2015: $854,370Net Assets 2015: $2,606,0212015Assets 2016: $3,866,821Liabilities 2016: $946,548Net Assets 2016: $2,920,2732016Assets 2017: $4,985,982Liabilities 2017: $1,416,871Net Assets 2017: $3,569,1112017Assets 2018: $7,042,314Liabilities 2018: $3,113,492Net Assets 2018: $3,928,8222018Assets 2019: $11,636,589Liabilities 2019: $7,219,077Net Assets 2019: $4,417,5122019Assets 2020: $14,072,634Liabilities 2020: $8,384,823Net Assets 2020: $5,687,8112020Assets 2021: $16,649,306Liabilities 2021: $10,155,873Net Assets 2021: $6,493,4332021Assets 2022: $18,278,487Liabilities 2022: $10,367,087Net Assets 2022: $7,911,4002022Assets 2023: $21,614,543Liabilities 2023: $11,423,709Net Assets 2023: $10,190,8342023Assets 2024: $33,165,673Liabilities 2024: $20,358,262Net Assets 2024: $12,807,4112024

Highlighted filing

2018

Assets$7,042,314
Liabilities$3,113,492
Net Assets$3,928,822

Operations Trend

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

$300M$200M$100M$0Expenses 2010: $6,488,5192010Expenses 2011: $7,442,4202011Expenses 2012: $8,475,1242012Revenue 2013: $10,605,402Expenses 2013: $10,576,040Net Income 2013: $29,3622013Revenue 2014: $10,895,555Expenses 2014: $10,844,722Net Income 2014: $50,8332014Revenue 2015: $16,329,470Expenses 2015: $16,270,513Net Income 2015: $58,9572015Revenue 2016: $24,068,846Expenses 2016: $23,754,594Net Income 2016: $314,2522016Revenue 2017: $43,217,655Expenses 2017: $42,568,817Net Income 2017: $648,8382017Revenue 2018: $70,399,193Expenses 2018: $70,039,482Net Income 2018: $359,7112018Revenue 2019: $100,001,171Expenses 2019: $99,512,481Net Income 2019: $488,6902019Revenue 2020: $130,939,375Expenses 2020: $129,669,076Net Income 2020: $1,270,2992020Revenue 2021: $157,683,679Expenses 2021: $156,878,057Net Income 2021: $805,6222021Revenue 2022: $172,913,185Expenses 2022: $171,495,218Net Income 2022: $1,417,9672022Revenue 2023: $188,381,676Expenses 2023: $186,102,242Net Income 2023: $2,279,4342023Revenue 2024: $236,822,189Expenses 2024: $234,233,391Net Income 2024: $2,588,7982024

Highlighted filing

2018

Revenue$70,399,193
Expenses$70,039,482
Net Income$359,711
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$70,399,193
Mission and Program Overview

Mission

Providing services and supports to people with disabilities and older adults living at home in their community.

To provide high quality, person-centered services to individuals in their home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,843,590$5,341,576▲ $2,497,986
Prepaid Expenses and Deferred Charges$137,321$147,757▲ $10,436
Total Assets$4,985,982$7,042,314▲ $2,056,332
Other Assets Total$2,005,071$1,552,981▼ $452,090
Liabilities
Accounts Payable and Accrued Expenses$1,416,871$3,113,492▲ $1,696,621
Total Liabilities$1,416,871$3,113,492▲ $1,696,621
Net Assets / Fund Balance
Unrestricted Net Assets$3,569,111$3,928,822▲ $359,711
Total Net Assets Fund Balance$3,569,111$3,928,822▲ $359,711
Total Liabilities and Net Assets / Fund Balance$4,985,982$7,042,314▲ $2,056,332

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,552,981--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Rochelle Nelson WodarzProgram Director$149,589$149,589
Leann LindahlMarketing Director$132,621$132,621
Valerie PatinoProgram Director$117,206$117,206
Kari SchaferNurse Manager$108,552$108,552
Robin PaxtonProgram Director$106,046$106,046

Board Members and Trustees

NameTitle
Alejandra LangBoard Member
Nancy PromanBoard Member
Ramona JohnsonBoard Member
Robert GordonBoard Member
Sam VannormanBoard Member
Jane VujovichProgram Director
Susan MorganChief Compliance Officer
John DahmChief Executive Officer
Leann FretteChief Financial Officer
David HancoxChief Organization Officer
Vicki GerritsChief Strategic Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$70,399,193
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$359,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,399,193
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$70,399,193
Total Revenue per Form 990
$70,399,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$57,295,558
Other Expenses$12,743,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,620,709--$55,620,709
Fees for Services Management-$3,651,404-$3,651,404
Payroll Taxes$1,674,849--$1,674,849
Fees for Services Accounting-$1,160-$1,160
Insurance-$1,135-$1,135
Other Expenses$96,166$139-$139
Fees for Services Other-$25-$25
Total Functional Expenses$66,385,050$3,654,432$0$70,039,482

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$70,039,482
Total Expenses per Audited Statements$70,039,482
Total Expenses per Form 990$70,039,482
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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 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, Section B, Line 11B

A complete copy of the form 990 was provided to all members of the board before filing the form. The chief executive officer signs the filing copy after its submission to the board.

Form 990, Part VI, Section B, Line 12C

Directors and officers have a duty to disclose any potential conflict of interest to the governance committee prior to any consideration by the board or any committee of the board. After consideration, the disinterested members of the governance committee shall determine whether a conflict exists. If the governance committee has reasonable cause to believe a director or officer is in violation of the policy, the director or officer will be informed and afforded an opportunity to respond to the alleged failure to disclose. Upon hearing the response, the governance committee will determine if a failure to disclose did occur and if so, will recommend the board take disciplinary and corrective action.

Form 990, Part VI, Section B, Line 15

The executive committee, consisting of the board officers, will recommend executive compensation and report its results to the board for further approval. Any person with a material financial interest shall abstain from recommending and/or voting on a compensation matter.

Form 990, Part VI, Section C, Line 19

Governing documents, policies and financial statements may be obtained upon request.

Filing and Contact Details

Filer

Filer Name
Consumer Choice Services Inc
EIN
20-2014073
Phone
9529353515
Address
12600 WHITEWATER DRIVE NO 100, MINNETONKA, MN 55343

Signing Officer

Name
John Dahm
Title
Chief Executive Officer
Phone
9529353515
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Dahm
Formed
2004
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
5
Employees
5,119
Volunteers
0

Preparer

Firm
Barton Walter & Krier Pc
Address
6885 SYCAMORE LANE N STE 100, MAPLE GROVE, MN 55369
Preparer
Thomas L Barton
Phone
7633677300
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IRS990/Form990PartVIISectionAGrp/TitleTxt13PROGRAM DIRECTOR
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
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IRS990ScheduleJ/CompensationSurveyInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08235
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt1712

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.2$20.4$12.8$237$234$2.59
2023Detailed filing. Detailed filing data is available for this year.$21.6$11.4$10.2$188$186$2.28
2022Detailed filing. Detailed filing data is available for this year.$18.3$10.4$7.91$173$171$1.42
2021Detailed filing. Detailed filing data is available for this year.$16.6$10.2$6.49$158$157$0.81
2020Detailed filing. Detailed filing data is available for this year.$14.1$8.38$5.69$131$130$1.27
2019Detailed filing. Detailed filing data is available for this year.$11.6$7.22$4.42$100$99.5$0.49
2018Detailed filing. Detailed filing data is available for this year.$7.04$3.11$3.93$70.4$70.0$0.36
2017Detailed filing. Detailed filing data is available for this year.$4.99$1.42$3.57$43.2$42.6$0.65
2016Detailed filing. Detailed filing data is available for this year.$3.87$0.95$2.92$24.1$23.8$0.31
2015Summary only. Only limited summary data is available for this year.$3.46$0.85$2.61$16.3$16.3$0.06
2014Summary only. Only limited summary data is available for this year.$3.11$0.56$2.55$10.9$10.8$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.92$0.43$2.50$10.6$10.6$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.35$2.47$8.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.26$1.97$7.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.23$1.58$6.49