Community Options Enterprises Inc (EIN 223303776) - 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

1995

Legal Domicile

Principal Officer

David Sweeney

Phone

6099519900

Tax Period

2024-07-01 to 2025-06-30

Community Options Enterprises Inc, founded in 1995, is a mid-sized nonprofit in the Human Services sector that reported $21.2M in total revenue in fiscal year 2024.

Mission

TO DEVELOP BUSINESSES & MANAGE BUILDINGS TO ENHANCE EMPLOYMENT OPTIONS FOR PERSONS WITH DISABILITIES. TO TRAIN PERSONS WITH DISABILITIES TO BE PLACED INTO COMPETITIVE EMPLOYMENT.

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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 $1,192,731

Program Service Revenue $19,755,324

Investment Income $2,084

Other Revenue $294,914

TOTAL REVENUE $21,245,053

Expense Breakdown

Grants Paid $328,115

Salaries & Benefits $13,019,061

Fundraising Expenses $0

Program Expenses $17,686,403

Other Expenses $7,550,409

TOTAL EXPENSES $20,897,585

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,245,053	$20,675,707	+0.0%
Expenses	$20,897,585	$19,015,861	+0.1%
Net Income	$347,468	$1,659,846	-0.8%

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

421

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

$5,064,450

Total Directors

$4,361,233

Key Employees

$236,963

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT STACK	CEO/PRESIDENT	2.0	Officer Director	$0	$53,416	$2,609,137
DAVID SWEENEY	CHIEF FINANCIAL OFFICER	2.0	Officer	$0	$34,356	$929,872
SVETLANA REPIC-QIRA	TRUSTEE	2.0	Officer Director	$0	$38,660	$880,557
COURTNEY EIDEL	SECRETARY	1.0	Officer Director	$0	$25,462	$644,884
AYESHA PATRICK	STATE DIRECTOR	40.0	Key Emp	$209,610	$27,353	$236,963
WEI-HAN ZHOU	TRUSTEE	1.0	Director	$0	$6,553	$226,655
GERALDINA CASALASPRO	MANAGING DIRECTOR	40.0	Highest	$168,298	$25,056	$193,354
ANDREW PARK	MANAGING DIRECTOR	40.0	Highest	$157,457	$30,759	$188,216
KARIMA BOYD	EXECUTIVE DIRECTOR	40.0	Highest	$111,528	$21,889	$133,417
DIANE LAKOMSKI	REGISTERED NURSE	40.0	Highest	$103,156	$7,500	$110,656
PHIL LIAN	CHAIRMAN	1.0	Officer Director	$0	$0	$0
DANIEL SURTZ	TRUSTEE	1.0	Director	$0	$0	$0
GAIL GORDON	TRUSTEE	1.0	Director	$0	$0	$0
CRAIG ROTHENBERG	TRUSTEE	1.0	Director	$0	$0	$0
ALEC TAYLOR	TRUSTEE	1.0	Director	$0	$0	$0
REGINALD JENKINS JR	TRUSTEE	1.0	Director	$0	$0	$0
CYNTHIA GASSARO	TRUSTEE	1.0	Director	$0	$0	$0
JOHN PASSALARIS	TRUSTEE - PAST	1.0	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
2025	$21,245,053	$20,897,585	$23,423,426	$347,468
2024	$20,675,707	$19,015,861	$19,979,540	$1,659,846
2023	$16,950,920	$16,868,478	$25,104,575	$82,442
2022	$15,996,095	$13,926,773	$16,019,120	$2,069,322
2021	$12,603,152	$12,629,616	$15,270,435	$-26,464
2020	$13,109,544	$13,905,136	$15,991,115	$-795,592
2019	$16,766,069	$14,229,948	$16,655,771	$2,536,121
2018	$14,736,787	$12,176,591	$17,054,275	$2,560,196

Community Options Enterprises Inc