2022-03-08T14:34:13-06:00 2021-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2020-07-01 352005131 CHOICES COORDINATED CARE SOLUTIONS INC CHOI 3177262121 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 MICHAEL GOLDBERG CEO 3177262121 2022-02-24 1 MICHAEL GOLDBERG 352005131 CASSE TATE P01271193 3175802000 2022-02-24 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL GOLDBERG 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 38766681 0 X WWW.CHOICESCCS.ORG X 1996 IN TO STRENGTHEN YOUTH AND FAMILIES WHILE ENHANCING SYSTEMS AND COMMUNITIES. 13 13 365 13 0 0 0 3339329 38109731 35101908 413661 294462 0 0 38523392 38735699 20760 4151 0 0 14786782 18563190 0 0 0 27383767 22961451 42191309 41528792 -3667917 -2793093 35322636 31601317 6916076 5044006 28406560 26557311 X TO STRENGTHEN YOUTH AND FAMILIES WHILE ENHANCING SYSTEMS AND COMMUNITIES. 0 0 16924709 3685 16462795 CROSS-SYSTEM CARE COORDINATION: THE INDIANA DEPARTMENT OF CHILD SERVICES (DCS) HAS CONTRACTED WITH CHOICES TO DELIVER CROSS-SYSTEM CARE COORDINATION TO YOUTH IN INDIANA. THE SERVICES ARE FOR YOUTH WITH SEVERE EMOTIONAL DISTURBANCES AND BEHAVIORAL CHALLENGES THAT ARE INVOLVED IN MULTIPLE CARE SYSTEMS AND ARE INVOLVED WITH DCS AND/OR JUVENILE PROBATION. CROSS-SYSTEM CARE COORDINATION IS DESIGNED TO FACILITATE CHILD AND FAMILY TEAMS COMPRISED OF YOUTH, FAMILIES, THEIR NATURAL SUPPORT PERSONS, LOCAL SYSTEMS, AGENCIES AND COMMUNITY MEMBERS. THE SERVICES PROVIDED ARE COMPREHENSIVE AND INCLUDE CROSS-SYSTEM COORDINATION, CASE MANAGEMENT, SAFETY AND CRISIS PLANNING, COMPREHENSIVE STRENGTH-BASED DISCOVERY AND ASSESSMENT, ACTIVITIES OF DAILY LIVING, TRAINING, AND ASSISTANCE TO THE DCS FAMILY CASE MANAGER IN THE FACILITATION OF THE CHILD AND FAMILY TEAM PROCESS. 8516485 133 8284050 WRAPAROUND REGIONS 3, 6 AND 8: MAGELLAN HEALTH IN LOUISIANA HAS CONTRACTS WITH CHOICES TO ADMINISTER WRAP FACILITATION SERVICES. THE WRAP FACILITATOR WORKS WITH EACH FAMILY AND THEIR CHILD TO DEVELOP AND MAINTAIN A PLAN OF CARE, INCLUDING A CRISIS STABILIZATION PLAN IF A POTENTIAL SAFETY CONCERN EXISTS, AND IS AVAILABLE TO THE FAMILY REGARDLESS OF TIME OR DAY OF THE WEEK. THE WRAP FACILITATOR HAS AN ONGOING AND THOROUGH AWARENESS OF THE COMMUNITY RESOURCES THAT ARE BEING DELIVERED TO THE FAMILY. THE WRAP FACILITATOR CONTINUES TO HELP THE FAMILY IDENTIFY OTHER COMMUNITY AND INDIVIDUAL SUPPORTS THAT CAN BE USED BY THE FAMILY TO ACHIEVE THEIR CARE PLAN. 5846061 133 5686509 CHILDREN'S MENTAL HEALTH INITIATIVE (CMHI): INDIANA DCS HAS CONTRACTED WITH CHOICES TO PROVIDE SERVICES TO CHILDREN WHO DO NOT HAVE FORMAL INVOLVEMENT WITH THE CHILD WELFARE SYSTEM, BUT DUE TO THEIR BEHAVIORAL HEALTH NEEDS, REQUIRE SERVICES TO MAINTAIN SAFETY IN THEIR HOME AND COMMUNITY. WHEN COMMUNITY SERVICES ARE NOT ABLE TO MAINTAIN THE CHILD AT HOME, CMHI MAY FUND HIGHER LEVEL OUT-OF-HOME SERVICES. CMHI PROVIDES SERVICES TO CHILDREN WHO ARE NOT ELIGIBLE FOR MEDICAID, BUT WOULD OTHERWISE MEET THE LEVEL OF NEED TO QUALIFY FOR THE MEDICAID FUNDED CHILDREN'S MENTAL HEALTH WRAPAROUND SERVICES. 4799544 200 4668554 CHOICES COORDINATED CARE SOLUTIONS ALSO HAS SEVERAL SMALLER PROGRAMS:FAMILY PRESERVATION: FAMILY PRESERVATION SERVICES ARE SERVICES DESIGNED TO WORK WITH FAMILIES WHO HAVE HAD A SUBSTANTIATED INCIDENT OF ABUSE AND/OR NEGLECT, BUT, WHERE DCS BELIEVES THE CHILD(REN) CAN REMAIN IN THE HOME WITH THEIR CAREGIVER(S) WITH THE INTRODUCTION OF APPROPRIATE SERVICES TO THE FAMILY. FAMILY PRESERVATION SERVICES ARE ALL INCLUSIVE AND MUST AIM TO PRESERVE THE FAMILY BY ADDRESSING ANY PRESENT SAFETY AND SUPERVISION CONCERNS. ALL FAMILY MEMBERS (PROVIDED IT IS AGE-APPROPRIATE FOR CHILDREN TO DO SO) SHOULD BE INVOLVED IN TREATMENT PLANNING AND ESTABLISHMENT OF GOALS. THE OVERARCHING GOAL FOR THESE SERVICES IS TO PRESERVE FAMILIES BY ADDRESSING AND RESOLVING IDENTIFIED SAFETY AND SUPERVISION CONCERNS. MISSISSIPPI MYPAC: MISSISSIPPI YOUTH PROGRAMS AROUND THE CLOCK (MYPAC) IS A HOME AND COMMUNITY- BASED MEDICAID PROGRAM FOR CHILDREN AND YOUTH WITH SERIOUS EMOTIONAL DISTURBANCE (SED), THAT FOLLOWS THE HIGH-FIDELITY WRAPAROUND PROCESS. MYPAC PROVIDES AN ARRAY OF SERVICES, AS AN ALTERNATIVE TO TRADITIONAL PSYCHIATRIC RESIDENTIAL TREATMENT FACILITIES (PRTF). WRAPAROUND IS AN ALL-INCLUSIVE PLANNING PROCESS THAT IS YOUTH-GUIDED AND FAMILY-DRIVEN. THIS PROCESS IS BASED ON A STRENGTH-BASED PHILOSOPHY OF CARE THAT BRINGS COMMUNITY SERVICES AND NATURAL SUPPORTS TOGETHER FROM VARIOUS PARTS OF THE YOUTH AND FAMILY'S LIFE. THE ALL-INCLUSIVE PLANNING PROCESS IS A WAY TO HELP CHILDREN AND YOUTH WITH COMPLEX MENTAL HEALTH NEEDS, AND THEIR FAMILIES, ACHIEVE THEIR HOPES AND DREAMS. PARENTS AND/OR GUARDIANS ARE MUCH MORE INVOLVED WITH THE PLANNING AND IMPLEMENTATION OF THE SERVICES PROVIDED FOR THEIR CHILD WHILE IN MYPAC.IN FOSTER CARE - LICENSED CHILD PLACING AGENCY: THE INDIANA DEPARTMENT OF CHILD SERVICES (DCS) HAS CONTRACTED WITH CHOICES TO PROVIDE THERAPEUTIC FOSTER CARE SERVICES. THERAPEUTIC FOSTER CARE IS A FAMILY-BASED PLACEMENT OPTION FOR CHILDREN WITH BEHAVIORAL, EMOTIONAL, OR MEDICAL NEEDS WHO CAN BE SERVED IN THE COMMUNITY. CHILDREN SERVED THROUGH THERAPEUTIC FOSTER ARE IN THE CARE OF DCS AND A DETERMINATION HAS BEEN MADE THAT THEY CANNOT REMAIN SAFELY IN THEIR HOMES. CHOICES RECRUITS, TRAINS, AND SUPPORTS FOSTER PARENTS WHILE PROVIDING CARE FOR THESE CHILDREN AND PROVIDES SUPPORT AND CASE MANAGEMENT TO THE CHILDREN WHILE THE GOALS OF THE CASE PLAN ARE BEING PURSUED. 4799544 200 4668554 36086799 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 137 0 1 365 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X ANITRA HARRIS 3174504191 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 TARYN STONE CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 PETER AAMBROSE JR VICE CHAIR 1.00 X X 0 0 0 MICHAEL E BOGERS SECRETARY 1.00 X X 0 0 0 GERRY DICK TREASURER 1.00 X X 0 0 0 MICHELLE KIMBROUGH IMMEDIATE PAST CHAIR 1.00 X 0 0 0 MICHAEL B FLORES BOARD MEMBER 1.00 X 0 0 0 RYAN HORNADAY BOARD MEMBER 1.00 X 0 0 0 DR PRESTON T ADAMS III BOARD MEMBER 1.00 X 0 0 0 PATRICIA HOWES BOARD MEMBER 1.00 X 0 0 0 JESSICA DI SANTO BOARD MEMBER 1.00 X 0 0 0 KATHLEEN GIFFORD BOARD MEMBER 1.00 X 0 0 0 DORIS TOLLIVER BOARD MEMBER 1.00 X 0 0 0 ALFREDA SINGLETON-SMITH BOARD MEMBER 1.00 X 0 0 0 MICHAEL GOLDBERG CEO 40.00 X 292264 0 33410 MELISSA NORMAN COO 40.00 X 167486 0 9158 DOUG HOWIE CFO THROUGH JULY 18, 2020 40.00 X 104561 0 6697 TIM AYLER CFO CONTRACTED 11/20-3/21 40.00 X 0 0 0 ANITRA HARRIS CFO BEGINING 2/21 40.00 X 0 0 0 TAWANDA DENT VP OF COMMUNITY & PROVIDER RELATIONS 40.00 X 128184 0 26539 ELIZABETH OYER VP OF APPLIED RESEARCH 40.00 X 129159 0 25538 RICHARD ROWLISON DIRECTOR BEHAVIORAL HEALTH SERVICES 40.00 X 152923 0 28948 MARGARET CONLEY-CLEMENTS VP OF HUMAN RESOURCES 40.00 X 128775 0 8406 DAVID SIKES EXECUTIVE DIRECTOR 40.00 X 130068 0 17536 1233420 0 156232 17 0 1 0 VANTAGE POINT CHILDREN AND FAMILY SERVIC 2346 S LYNHURST DR SUITE 200 INDIANAPOLIS IN 46214 CASE MANAGEMENT & MENTORING 2274945 CHILDREN'S BUREAU INC 1575 DR MARTIN LUTHER KING JR STR INDIANAPOLIS IN 46202 PROVIDES SERVICES FOR YOUTH FOR SEVERAL 1046536 DAMAR SERVICES INC 6324 KENTUCKY AVE INDIANAPOLIS IN 46221 PROVIDES SERVICES FOR YOUTH FOR SEVERAL 893878 BENCHMARK FAMILY SERVICES 127 QUICK ROAD NEW CARLISLE OH 45344 FOSTER CARE & PLACEMENT 788790 FRANCISCAN ST MARGARET HEALTH 24 JOLIET STREET DYER IN 46311 PROVIDES SERVICES FOR YOUTH FOR SEVERAL 666456 55 2011500 1327829 3339329 CONTRACT FEE REVENUE 624100 35101908 35101908 35101908 209976 209976 115468 30982 84486 84486 84486 38735699 35101908 0 294462 4151 4151 558297 461793 96504 14360131 11854522 2505609 588868 467095 121773 1924585 1656145 268440 1131309 944450 186859 128600 128600 65970 65970 1496439 843697 652742 5972 2340 3632 289428 223597 65831 633628 546371 87257 362657 359141 3516 287368 82209 205159 211869 155486 56383 VOCATIONAL SERVICES 17999572 17999572 0 EQUIPMENT 673328 152485 520843 BAD DEBT EXPENSE 340440 340440 TRAINING 237882 161538 76344 228298 172207 56091 41528792 36086799 5441993 0 7221138 4784694 10010712 8876938 10278507 9223276 221257 136597 5164268 2229811 3171026 2934457 4396072 5622236 23924 23119 35322636 31601317 1951855 2987582 101783 59925 2011500 0 2850938 1996499 6916076 5044006 X 28363439 26295647 43121 261664 28406560 26557311 35322636 31601317 -2793093 943844 0 X X 0 1 X 1 0 X 1000 12359 100 3339329 3352788 44670980 44824601 38560260 38109731 35101908 201267480 44671980 44836960 38560360 38109731 38441237 204620268 0 0 0 204620268 29592 182730 339616 413661 209976 1175575 29592 182730 339616 413661 209976 1175575 462131 232288 694419 45163703 45251978 38899976 38523392 38651213 206490262 0.99090 0.98960 0.00570 0.00450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 310048 310048 2872817 761579 2111238 1981403 1468232 513171 2934457 THIRD PARTY RESERVES 131241 OBLIGATIONS INCURRED BUT NOT BILLED 1865258 1996499 X 39679543 943844 943844 38735699 0 38735699 41528792 0 41528792 0 41528792 PART X, LINE 2: CHOICES IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. IN ADDITION, CHOICES HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED JUNE 30, 2021. HOLDINGS IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY AND IS TREATED AS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. CHOICES FILES U.S. FEDERAL AND VARIOUS STATE INFORMATION RETURNS. CHOICES IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2018. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. X X X X 1 0 0 0 0 0 0 1 0 MICHAEL GOLDBERG CEO 271499 0 17733 0 3032 0 17100 0 16310 0 325674 0 0 0 RICHARD ROWLISON DIRECTOR BEHAVIORAL HEALTH SERVICES 146085 0 1400 0 5438 0 7431 0 21517 0 181871 0 0 0 MELISSA NORMAN COO 165883 0 1603 0 0 0 8471 0 687 0 176644 0 0 0 TAWANDA DENT VP OF COMMUNITY & PROVIDER RELATIONS 126501 0 1212 0 471 0 6724 0 19815 0 154723 0 0 0 ELIZABETH OYER VP OF APPLIED RESEARCH 126474 0 1272 0 1413 0 5893 0 19645 0 154697 0 0 0 PART I, LINE 4A ELIZABETH OYER, LISTED ON FORM 990, PART VII-SECTION A, LINE 1A, WAS INVOLUNTARILY TERMINATED IN APRIL 2021 DUE TO COMPANY-WIDE REDUCTION IN FORCE MEASURES, AND DID RECEIVE SEVERANCE TOTALING $14,125. PART I, LINE 7 BONUSES ARE TIED TO PROFITABILITY AND HITTING CERTAIN METRICS IN OUR STRATEGIC PLAN. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO WILL DO A DETAILED REVIEW OF THE FORM 990 BEFORE PRESENTING IT TO THE FULL BOARD. A MAJORITY VOTE BY THE BOARD TO ACCEPT THE 990 AS PRESENTED OR WITH RECOMMENDED ADJUSTMENTS WILL BE REQUIRED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL LEADERSHIP POSITIONS SIGN A STATEMENT EACH YEAR THAT THEY DO NOT HAVE A CONFLICT OF INTEREST PER THE POLICY AND THEY KNOW OF NO EMPLOYEES UNDER THEIR SUPERVISION WHO ARE IN CONFLICT WITH THE POLICY. THE CEO OBTAINS AND REVIEWS THE CONFLICT OF INTEREST STATEMENTS. IF A CONFLICT IS FOUND IT IS BROUGHT TO THE ATTENTION OF THE BOARD AND THAT BOARD MEMBER ABSTAINS FROM VOTING ON THAT ISSUE. FORM 990, PART VI, SECTION B, LINE 15 CEO SALARY, IS REVIEWED BY THE BOARD WITH POSITION SALARY COMPARATIVE DATA OF OTHER ORGANIZATIONS OF SIMILAR SIZE AND CHARTER. SALARIES FOR THE COO AND CFO ARE REVIEWED ON AN ANNUAL BASIS AS A PART OF THE NORMAL MARKET-BASED COMPENSATION REVIEW. THE VP OF HR, PERFORMS A COMPLETE REVIEW OF THE COMPENSATION FOR EACH CHOICES POSITION ANNUALLY. SEVERAL DIFFERENT BENCHMARKING RESOURCES ARE UTILIZED FOR ANALYZING MARKET-BASED COMPENSATION, INCLUDING THE USE OF THE PAYSCALE INSIGHTS COMPENSATION PLATFORM THAT ALLOWS US TO RUN DETAILED MARKET SALARY REPORTS THAT TAKE INTO CONSIDERATION COMPARATIVE DATA POINTS SUCH AS ORGANIZATIONAL SIZE, OPERATING BUDGET, REVENUE, LOCATION, INDUSTRY, ETC. ADDITIONAL COMPARATIVE SALARY DATA RESOURCES ARE EXAMINED FOR THE EXECUTIVE POSITIONS TO ENSURE SALARIES ARE COMPETITIVE, BUT NOT EXCESSIVE. THESE ADDITIONAL RESOURCES INCLUDE INDUSTRY SALARY SURVEYS, 990S AND ADDITIONAL SALARY COMPARISON TOOLS THAT ALLOW US TO LOOK AT EXECUTIVE SALARY LEVELS FOR COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED SINCE LAST YEAR. CHOICES PROPERTY HOLDINGS LLC 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 472375898 PROPERTY HOLDING IN 0 2412399 CHOICES COORDINATED CARE INC