CITIZENS OPTIONS UNLIMITED INC

EIN: 261520311 501(c)(3)

Brookville, NY

Total Revenue
$71,032,831
Total Expenses
$75,264,758
Total Assets
$31,561,593
Net Assets
$2,563,693
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
NY
Principal Officer
Stanfort J Perry
Phone
5166261000
Tax Period
2023-01-01 to 2023-12-31

CITIZENS OPTIONS UNLIMITED INC, founded in 1982, is a mid-sized nonprofit that reported $71.0M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

Citizens Options Unlimited, Inc ("Citizens, Inc.") provides individual residential alternative services ("IRA"), respite services, intermediate care facility services ("ICF") and Self Direction services for individuals with intellectual and other developmental disabilities. Additionally, Citizens, Inc. operates Camp Loyaltown in Hunter, New York, a respite program providing services to developmentally disabled children and adults.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,343,274
Program Service Revenue $69,378,346
Investment Income $271,265
Other Revenue $39,946
TOTAL REVENUE $71,032,831

Expense Breakdown

Grants Paid $0
Salaries & Benefits $50,427,320
Fundraising Expenses $93,295
Program Expenses $69,665,972
Other Expenses $24,837,438
TOTAL EXPENSES $75,264,758

Year-over-Year Comparison

2023 2022 Change
Revenue $71,032,831 $80,670,711 -0.1%
Expenses $75,264,758 $77,764,909 0.0%
Net Income $-4,231,927 $2,905,802 -2.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
1338
Volunteers
68

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
11
$0
Key Employees
1
$204,524
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Peter R Drago Licensed Practical Nurse 35
Highest
$174,460 $39,407 $213,867
Sally Anne Burgess Vice President of Operations 35
Key Emp
$204,524 $0 $204,524
Georgeann Sciulla Assistant House Manager 35
Highest
$162,927 $38,808 $201,735
Mary B Gilleran Director 35
Highest
$156,075 $36,611 $192,686
Posney Gilles Assistant Director 35
Highest
$138,595 $34,336 $172,931
Eddy Lozier Direct Support Professional 40
Highest
$144,134 $3,691 $147,825
Hallie Klein President 1
Officer Director
$0 $0 $0
Patrick Broderick thru Nov 8 2023 Vice President 1
Officer Director
$0 $0 $0
Joseph R Bosnack Jr Vice President 1
Officer Director
$0 $0 $0
Ellen Moore Secretary 1
Officer Director
$0 $0 $0
Rady Bruell Director 1
Director
$0 $0 $0
Edward Perlow L DDS Director 1
Director
$0 $0 $0
Kathleen C Maggi Director 1
Director
$0 $0 $0
Devon Rivera Director 1
Director
$0 $0 $0
Michael Famiglietti Director 1
Director
$0 $0 $0
Tricia E Belford Director 1.00
Director
$0 $0 $0
Leng Lao Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $71,032,831 $75,264,758 $31,561,593 $-4,231,927
2022 $80,670,711 $77,764,909 $32,819,557 $2,905,802
2021 $58,686,335 $57,832,442 $35,042,595 $853,893
2020 $56,195,965 $61,191,103 $26,676,334 $-4,995,138
2019 $50,651,403 $50,433,652 $27,740,944 $217,751
2018 $40,685,860 $40,357,000 $14,790,176 $328,860
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