2025-11-05T07:35:26-06:00 2025-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-07-01 352005131 CHOICES COORDINATED CARE SOLUTIONS INC CHOI 3177262121 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 MELISSA NORMAN CEO 3177262121 2025-11-04 1 1 TYLER K GREENE CPA P00057872 3176334705 2025-11-04 2024 2025-03-06 01:10:19Z MELISSA NORMAN 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 47476637 0 X WWW.CHOICESCCS.ORG X 1996 IN TO STRENGTHEN YOUTH AND FAMILIES WHILE ENHANCING SYSTEMS AND COMMUNITIES. 13 13 453 13 0 0 1124603 1973932 30530886 36242480 386334 982454 230626 0 32272449 39198866 0 0 0 0 21060726 23052981 0 0 0 9159653 10303697 30220379 33356678 2052070 5842188 28911173 35442683 3493595 4038639 25417578 31404044 X TO STRENGTHEN YOUTH AND FAMILIES WHILE ENHANCING SYSTEMS AND COMMUNITIES. 0 0 5710413 0 7846263 THE INDIANA DEPARTMENT OF CHILD SERVICES (DCS) HAS CONTRACTED WITH CHOICES TO DELIVER CROSS-SYSTEM CARE TO YOUTHS IN INDIANA. THE SERVICES ARE FOR YOUTHS WITH SEVERE EMOTIONAL DISTURBANCES AND BEHAVIORAL CHALLENGES THAT ARE INVOLVED IN MULTIPLE CARE SYSTEMS AND ARE INVOLVED WITH DCS AND/OR JUVENILLE PROBATION. THESE MULTIPLE CARE PROGRAMS INCLUDE PROGRAMS SUCH AS FAMILY PRESERVATION TO PROVIDE SERVICES TO FAMILIES WITH A SUBSTANTIATED CASE OF ABUSE OR NEGLECT; BEHAVIORAL HEALTH SOLUTIONS TO PROVIDE INDIVIDUAL THERAPY, FAMILY THERAPY, GROUP THERAPY, CASE MANAGEMENT, BEHAVIORAL SUPPORT AND CORRDINATION WITH PRIMARY CARE SERVICES; FOSTER CARE SOLUTIONS TO PROVIDE TEMPORARY, LOVING,STABLE HOMES FOR CHILDREN AND TEENS IN NEED; AND 24/7 EMERGENCY RESPONSE TO AID INDIVIDUALS AND FAMILIES STRUGGLING WITH SUBSTANCE ABUSE TO PREVENT DEATHS. 6682070 0 6442907 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 AVALIABLE TO THE FAMILY REGARDLESS OF TIME OR DAY OF THE WEEK. 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. 5954395 0 5821664 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. 8821645 0 16131646 428CHOICES COORDINATED CARE SOLUTIONS ALSO HAS SEVERAL SMALLER PROGRAMS:FAMILY PRESERVATION: FAMILY PRESERVATION SERVICES ARE SERVICES DESIGNED TO WORK WITH FAMILIES WHO HAVE 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 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.OHIO RISE (ORISE): AETNA BETTER HEALTH OF OHIO HAS CONTRACTED WITH CHOICES TO PROVIDE HEALTH CARE SERVICES TO MEMBERS ENROLLED IN THE OHIORISE MEDICAID PLAN. OHIORISE IS A MEDICAID PROGRAM IN OHIO DESIGNED TO HELP YOUNG PEOPLE WITH SIGNIFICANT BEHAVIORAL HEALTH ISSUES SUCCEED IN THEIR SCHOOLS, HOMES, AND COMMUNITIES. "RISE" STANDS FOR "RESILIENCE THROUGH INTEGRATED SYSTEMS AND EXCELLENCE," HIGHLIGHTING THE PROGRAM'S MISSION TO PROVIDE COMPREHENSIVE CARE THAT MEETS THE NEEDS OF EACH UNIQUE INDIVIDUAL. CHOICES HELPS CONNECT OHIORISE MEMBERS IN THEIR SERVICE AREAS WITH THE CARE THEY NEED AND CURRENTLY SERVES PREBLE AND MONTGOMERY COUNTIES. 8821645 0 16131646 27168523 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 79 0 1 453 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 KAREN ANDERS 3177262121 7941 CASTLEWAY DRIVE INDIANAPOLIS IN 46250 PATRICIA HOWES BOARD CHAIR 1.00 0.00 X X 0 0 0 TARYN STONE BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 MICHAEL E BOGERS BOARD SECRETARY 1.00 0.00 X X 0 0 0 GERRY DICK BOARD TREASURER 1.00 0.00 X X 0 0 0 DR PRESTON T ADAMS III BOARD MEMBER 1.00 0.00 X 0 0 0 REGINA ASHLEY BOARD MEMBER 1.00 0.00 X 0 0 0 RHONDA CRAIG BOARD MEMBER 1.00 0.00 X 0 0 0 LATRECE THOMPSON BOARD MEMBER 1.00 0.00 X 0 0 0 JOY HOGGE BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELLE KIMBROUGH BOARD MEMBER 1.00 0.00 X 0 0 0 NEETA PULLIAM BOARD MEMBER 1.00 0.00 X 0 0 0 DORIS TOLLIVER BOARD MEMBER 1.00 0.00 X 0 0 0 ANNE WHALEY BOARD MEMBER 1.00 0.00 X 0 0 0 MELISSA NORMAN CEO/COO 40.00 0.00 X 252431 0 10413 KAREN ANDERS CFO 40.00 0.00 X 168600 0 14366 RICHARD ROWLISON VP OF CLINICAL PRACTICE 40.00 0.00 X 137166 0 19583 DAVID SIKES REGIONAL VP OF OPERATIONS 40.00 0.00 X 144410 0 13327 JENNIFER TACKITT REGIONAL VP OF OPERATIONS 40.00 0.00 X 147450 0 5860 MARGARET CONLEY-CLEMENTS VP OF HUMAN RESOURCES 40.00 0.00 X 136430 0 13682 TAWANDA DENT VP OF CULTURE & COMMUNICAT 40.00 0.00 X 133498 0 11996 1119985 0 89227 7 0 1 0 VANTAGE POINT CHILDREN & FAMILY 2346 S LYNHURST DR STE 200 INDIANAPOLIS IN 46214 CLIENT SERVICE PROVIDER 1915522 ADVANTAGE HEALTH OF CENTRAL INDIANA 830 OSWEGO RD INDIANAPOLIS IN 46032 CLIENT SERVICE PROVIDER 656972 KINDRED COMMUNITY RESOURCES 857 WAYSIDE DR PLAINFIELD IN 46168 CLIENT SERVICE PROVIDER 346706 INFANTS IN BLOOM 1645 N NEW JERSEY STREET INDIANAPOLIS IN 46202 SPONSORED ENTITY 343800 MENTORING WITH MAGIC 5302 EAST HILL DRIVE INDIANAPOLIS IN 46226 CLIENT SERVICE PROVIDER 278442 8 1440349 533583 1973932 CONTRACT FEE REVENUE 624100 36242480 36242480 36242480 582121 582121 8667604 10500 8273247 4524 394357 5976 400333 400333 39198866 36242480 0 982454 420481 345247 75234 18488388 15180396 3307992 466152 411889 54263 2287009 2020788 266221 1390951 1229037 161914 30960 30960 58935 58935 1190662 716685 473977 94090 56272 37818 493698 349249 144449 933578 57424 876154 604796 427842 176954 938184 880631 57553 329417 233034 96383 176961 176961 CLINICAL SERVICES 5092245 5092245 OTHER PERSONNEL EXPENSE 234268 120923 113345 TRAINING 66506 1157 65349 BAD DEBT EXPENSE 12597 12597 46800 33107 13693 33356678 27168523 6188155 0 7235495 11512593 3000000 5793080 6253177 139087 198655 4707984 2241042 2729219 2466942 10632757 11463400 2381535 547916 28911173 35442683 2213341 2815415 1280254 1223224 3493595 4038639 X 25714377 31357929 -296799 46115 25417578 31404044 28911173 35442683 5842188 144278 0 X X 0 1 X 1 0 X 3339329 1192883 4683534 2860359 1973932 14050037 35101908 25896915 21979063 29025756 37084540 149088182 38441237 27089798 26662597 31886115 39058472 163138219 0 0 0 163138219 209976 173960 381506 419153 582121 1766716 209976 173960 381506 419153 582121 1766716 38651213 27263758 27044103 32305268 39640593 164904935 0.98930 0.99020 0.01070 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 235000 235000 1793335 480493 1312842 1279404 800635 478769 918587 726070 192517 481658 233844 247814 2466942 UNEARNED REVENUE 172261 OTHER PAYABLE 19255 LEASE LIABILITIES 491615 CONTRACT LIABILITIES 540093 1223224 X PART X, LINE 2: CHOICES IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). AS SUCH, CHOICES IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, CHOICES IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. HOLDINGS IS ORGANIZED AS A LIMITED LIABILITY COMPANY, WHEREBY NET TAXABLE INCOME IS TAXED DIRECTLY TO CHOICES AND NOT HOLDINGS. SINCE CHOICES IS THE SOLE MEMBER OF HOLDINGS, HOLDINGS, IS TREATED AS A DISREGARDED ENTITY UNDER THE APPROPRIATE CODE OF THE IRC. AS SUCH, THE FINANCIAL ACTIVITY OF HOLDINGS IS INCLUDED IN CHOICES' FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2024. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). X X X 0 0 0 0 0 0 0 0 0 MELISSA NORMAN CEO/COO 219671 0 32760 0 0 0 8841 0 1572 0 262844 0 0 0 KAREN ANDERS CFO 155646 0 12954 0 0 0 6200 0 8166 0 182966 0 0 0 DAVID SIKES REGIONAL VP OF OPERATIONS 136638 0 7772 0 0 0 5161 0 8166 0 157737 0 0 0 RICHARD ROWLISON VP OF CLINICAL PRACTICE 128632 0 8534 0 0 0 1456 0 18127 0 156749 0 0 0 JENNIFER TACKITT REGIONAL VP OF OPERATIONS 139678 0 7772 0 0 0 5161 0 699 0 153310 0 0 0 MARGARET CONLEY-CLEMENTS VP OF HUMAN RESOURCES 128658 0 7772 0 0 0 4887 0 8795 0 150112 0 0 0 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. CFO SALARY IS 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 BECHMARKING RESOUCES 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 COMAPRABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVALIABLE 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 HOLDINGS IN -247608 1927229 CHOICES COORDINATED CARE INC