2021-03-29T16:21:23-05:00 2020-06-30 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2019-07-01 352005131 CHOICES COORDINATED CARE SOLUTIONS INC CHOI 3177262121 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 MICHAEL GOLDBERG CEO 3177262121 2021-03-22 1 CASSE TATE P01271193 3175802000 2021-03-22 2019 2022-09-23 18:48:47Z MICHAEL GOLDBERG 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 38523392 0 X WWW.CHOICESCCS.ORG X 1996 IN TO STRENGTHEN YOUTH AND FAMILIES WHILE ENHANCING SYSTEMS AND COMMUNITIES. 13 13 310 24 0 0 100 0 38560260 38109731 311086 413661 0 0 38871446 38523392 0 20760 0 0 14324103 14786782 0 0 0 23222803 27383767 37546906 42191309 1324540 -3667917 36189887 35322636 4230853 6916076 31959034 28406560 X TO STRENGTHEN YOUTH AND FAMILIES WHILE ENHANCING SYSTEMS AND COMMUNITIES. 0 0 20420135 21722547 *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. 5731968 6097557 *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. 4657224 4954265 * 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. 5015472 20760 5335362 CHOICES COORDINATED CARE SOLUTIONS ALSO HAS SEVERAL SMALLER PROGRAMS SUCH AS FOSTER CARE SERVICES, BEHAVIORAL HEALTH SERVICES, AND CHOICES EMERGENCY RESPONSE TEAMS (CERT). CERT PROVIDES FACE TO FACE RESPONSE TO INDIVIDUALS WITH SUBSTANCE USE DISORDERS EXPERIENCING OVERDOSE OR WHO ARE EXPERIENCING CRISIS OR POTENTIAL HOSPITALIZATION DUE TO SERVER MENTAL HEALTH NEEDS. 5015472 20760 5335362 35824799 1 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 147 0 1 310 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 MELISSA NORMAN 3172058215 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 MICHAEL GOLDBERG CEO 40.00 X 300207 0 30252 MELISSA NORMAN COO 40.00 X 173704 0 9171 DOUG HOWIE CFO 40.00 X 159529 0 9336 TAWANDA DENT VP OF COMMUNICATIONS 40.00 X 131027 0 25478 ELIZABETH OYER VP OF APPLIED RESEARCH 40.00 X 128716 0 24682 DAVID SIKES EXECUTIVE DIRECTOR 40.00 X 130527 0 15810 MARGARET CONLEY-CLEMENTS VP OF HUMAN RESOURCES 40.00 X 128318 0 8379 JENNIFER TACKITT EXECUTIVE DIRECTOR 40.00 X 124140 0 8129 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 ALFREAD SINGLETON-SMITH BOARD MEMBER 1.00 X 0 0 0 1276168 0 131237 9 0 1 0 VANTAGE POINT CHILDREN AND FAMILY SERVIC PO BOX 146 CAMBY IN 46113 CASE MANAGEMENT & MENTORING 2222920 BENCHMARK FAMILY SERVICES 127 QUICK ROAD NEW CARLISLE OH 45344 FOSTER CARE & PLACEMENT 1027440 DAMAR SERVICES INC 6324 KENTUCKY AVE INDIANAPOLIS IN 46221 PROVIDES SERVICES FOR YOUTH FOR SEVERAL 884855 CHILDREN'S BUREAU INC 1575 DR MARTIN LUTHER KING JR STR INDIANAPOLIS IN 46202 PROVIDES SERVICES FOR YOUTH FOR SEVERAL 730709 SHAPING AND EMPOWERING FAMILIES LLC 10609 E WASHINGTON STREET SUITE E INDIANAPOLIS IN 46229 SKILLS TRAINING & DEVELOPMENT 706155 56 CONTRACT FEE REVENUE 624100 38109731 38109731 38109731 413661 413661 38523392 38109731 0 413661 20760 20760 716882 716882 11089662 8850176 2239486 486227 372290 113937 1602444 1262249 340195 891567 719857 171710 96759 96759 60784 60784 1182971 733531 449440 41330 24298 17032 486309 356303 130006 663610 514108 149502 664238 606062 58176 345459 134507 210952 132172 109554 22618 VOCATIONAL SERVICES 21638052 21637945 107 BAD DEBT EXPENSE 1403080 0 1403080 TRAINING 313134 267106 46028 EQUIPMENT 212859 115083 97776 143010 100970 42040 42191309 35824799 6366510 0 5556248 7221138 15324364 10010712 10049372 10278507 192567 221257 5179753 2008727 2985066 3171026 2063321 4396072 0 0 18949 23924 36189887 35322636 2179990 1951855 311194 101783 2011500 1739669 2850938 4230853 6916076 X 31959034 28406560 31959034 28406560 36189887 35322636 -3667917 115443 0 X X 0 1 X 1 0 X 2542 1000 12359 100 0 16001 49041712 44670980 44824601 38560260 38109731 215207284 49044254 44671980 44836960 38560360 38109731 215223285 0 0 0 215223285 14559 29592 182730 339616 413661 980158 14559 29592 182730 339616 413661 980158 594629 462131 232288 1289048 49653442 45163703 45251978 38899976 38523392 217492491 0.98960 0.98750 0.00450 0.00240 X 310048 310048 2872817 637055 2235762 1996888 1371672 625216 3171026 THIRD PARTY RESERVES 240411 OBLIGATIONS INCURRED BUT NOT BILLED 2610527 2850938 X 40887847 115443 2249012 2364455 38523392 0 38523392 42191309 0 42191309 0 42191309 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, 2020. 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 2017. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: OBLIGATIONS INCURRED NOT BILLED RESTATED 2,249,012. 1 HABITAT FOR HUMANITY OF GREATER INDIANAPOLIS 3135 N MERIDIAN STREET INDIANAPOLIS IN 46208 351715910 501(C)(3) 15000 SPONSORSHIP ON PANEL BUILD 1 0 PART I, LINE 2: THE SPONSORSHIP TO HABITAT FOR HUMANITY WAS USED TO PURCHASE BUILDING MATERIALS THAT WERE THEN PROVIDED TO CHOICES STAFF IN ORDER TO CONSTRUCT THE FRAMEWORK FOR A NEW HOME. X X X X 0 0 0 0 0 0 0 1 0 MICHAEL GOLDBERG CEO 258943 0 41264 0 0 0 16950 0 13302 0 330459 0 0 0 MELISSA NORMAN COO 160352 0 13352 0 0 0 8484 0 687 0 182875 0 0 0 DOUG HOWIE CFO 146177 0 13352 0 0 0 8650 0 686 0 168865 0 0 0 TAWANDA DENT VP OF COMMUNICATIONS 123238 0 7789 0 0 0 6713 0 18765 0 156505 0 0 0 ELIZABETH OYER VP OF APPLIED RESEARCH 120927 0 7789 0 0 0 5917 0 18765 0 153398 0 0 0 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 3226713 CHOICES COORDINATED CARE INC