CREATING ALTERNATIVES TOGETHER INC (EIN 204981257) - Form 990 Financial Analysis & Trantor Score

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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

2006

Legal Domicile

Principal Officer

GLORIA MITZELFELD

Phone

8107504596

Tax Period

2024-10-01 to 2025-09-30

CREATING ALTERNATIVES TOGETHER INC, founded in 2006, is a community nonprofit in the Mental Health sector that reported $4.8M in total revenue in fiscal year 2024. The organization ran a surplus of $3.1M, a strong 65% operating margin.

Mission

TO PROVIDE FINANCIAL AND CONSULTING SUPPORT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,039,041

Investment Income $708,359

Other Revenue $3,917

TOTAL REVENUE $4,751,317

Expense Breakdown

Grants Paid $690

Salaries & Benefits $1,114,359

Fundraising Expenses $0

Program Expenses $1,511,330

Other Expenses $527,641

TOTAL EXPENSES $1,642,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,751,317	$4,721,245	+0.0%
Expenses	$1,642,690	$1,761,921	-0.1%
Net Income	$3,108,627	$2,959,324	+0.1%

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

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

$451,378

Total Directors

$451,378

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN NAUER	SECRETARY	1.00	Officer Director	$0	$0	$0
LANCE SHAVE	DIRECTOR / TREASURER	20.00	Officer Director	$237,200	$33,716	$270,916
GLORIA MITZELFELD	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$159,890	$20,572	$180,462
JULIA JEFFREYS	DIRECTOR	1.00	Highest	$228,322	$57,921	$286,243
TED COFFEEN	DIRECTOR OF BUSINESS COMPL	40.00	Highest	$158,715	$45,587	$204,302
THERESA SHAVE	EXECUTIVE DIRECTOR	40.00	Highest	$186,064	$20,623	$206,687

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	$4,751,317	$1,642,690	$24,569,691	$3,108,627
2024	$4,721,245	$1,761,921	$20,366,114	$2,959,324
2023	$4,155,938	$1,926,148	$15,599,394	$2,229,790
2022	$2,264,351	$1,810,666	$13,019,777	$453,685
2021	$3,847,021	$1,733,043	$13,601,057	$2,113,978
2020	$3,612,166	$1,698,653	$10,620,401	$1,913,513
2019	$3,045,133	$1,648,709	$10,245,266	$1,396,424
2018	$2,767,930	$1,931,671	$8,757,638	$836,259

CREATING ALTERNATIVES TOGETHER INC