CREATIVE LIFESTYLES INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

DENISE TURNER-GOOTZEIT

Phone

7186657002

Tax Period

2023-07-01 to 2024-06-30

CREATIVE LIFESTYLES INC, founded in 1989, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $10.2M exceeded revenue, resulting in a 22% operating deficit.

Mission

THE ORGANIZATION IS A CULTURALLY SENSITIVE , COMMUNITY-CENTERED ORGANIZATION DEDICATED TO ASSISTING INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. IT ALSO PROVIDES QUALITY SUPPORTS DESIGNED WITH THE INDIVIDUALS, FAMILIES AND CAREGIVERS TO INTEGRATE THESE INDIVIDUALS INTO THE COMMUNITY OF THEIR CHOICE.

Program Service Accomplishments

Program 1

Expenses: $9,119,269 Revenue: $635,565

PROVIDED 5,606 HOME TRAINING VISITS, 7,216 TRAINING SESSIONS AT AGENCY DAY FACILITIES, AND 14,592 RESIDENCE BASED LIVING AND TRAINING ARRANGEMENTS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,656,710

Program Service Revenue $635,565

Investment Income $30,204

Other Revenue $33,475

TOTAL REVENUE $8,355,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,655,251

Fundraising Expenses $0

Program Expenses $9,119,269

Other Expenses $2,562,565

TOTAL EXPENSES $10,217,816

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,355,954	$11,055,547	-0.2%
Expenses	$10,217,816	$10,595,485	0.0%
Net Income	$-1,861,862	$460,062	-5.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

206

Volunteers

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

$547,362

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE TURNER-GOOTZEIT	BOARD PRESIDENT	5.00	Officer Director	$0	$0	$0
RASHEED DEFENSE	BOARD MEMBER	5.00	Director	$0	$0	$0
ROBERT JENKINS	BOARD MEMBER	5.00	Director	$0	$0	$0
TINA VEALE	BOARD MEMBER	5.00	Director	$0	$0	$0
ANN HILL	EXECUTIVE DIRECTOR	35.00	Officer	$217,334	$17,109	$234,443
JOHN DE JESUS	ASSOCIATE EXECUTIVE DIRECT	35.00	Officer	$151,262	$16,036	$167,298
RAFAEL PAULINO	CHIEF FISCAL OFFICER	35.00	Officer	$140,058	$5,563	$145,621

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
2025	No data	No data	No data	No data
2024	$8,355,954	$10,217,816	$3,073,218	$-1,861,862
2023	$11,055,547	$10,595,485	$3,833,973	$460,062
2022	$9,612,460	$10,519,967	$2,027,706	$-907,507
2021	$9,496,656	$8,645,535	$2,846,708	$851,121
2020	$8,632,228	$7,820,738	$2,984,568	$811,490
2019	$8,247,492	$7,617,532	$1,285,612	$629,960
2018	$7,903,777	$8,318,962	$1,057,601	$-415,185