COMMUNITY ALTERNATIVES UNLIMITED (EIN 363059568) - 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

1980

Legal Domicile

Principal Officer

JOANELL VOIGT

Phone

7738674000

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY ALTERNATIVES UNLIMITED, founded in 1980, is a mid-sized nonprofit that reported $14.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

CASE MANAGEMENT SERVICES

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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 $14,448,112

Program Service Revenue $47,534

Investment Income $150,163

Other Revenue $0

TOTAL REVENUE $14,645,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,863,232

Fundraising Expenses $0

Program Expenses $13,283,352

Other Expenses $1,714,573

TOTAL EXPENSES $14,577,805

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,645,809	$13,492,046	+0.1%
Expenses	$14,577,805	$13,622,288	+0.1%
Net Income	$68,004	$-130,242	-1.5%

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

153

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

$446,781

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BUBLITZ	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
LOIS HAUBOLD	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM BENTON	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA KOZDRON	DIRECTOR (FROM 7/1/24)	1.00	Director	$0	$0	$0
TIM KOCH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MASS	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIA WESOLOWSKY	DIRECTOR	1.00	Director	$0	$0	$0
JOANELL VOIGT	PRESIDENT/CEO	40.00	Officer	$190,496	$98,424	$288,920
JOAN BROOKS	CFO	40.00	Officer	$145,002	$12,859	$157,861
MARY ANDREWS	EXECUTIVE VP	40.00	Highest	$147,449	$26,956	$174,405
JUAN APONTE	DIRECTOR OF PROGRAM	40.00	Highest	$129,265	$25,248	$154,513
ANGELA CHURNEY	CASE MANAGER	80.00	Highest	$128,951	$19,793	$148,744
ROBBIE FRANKLIN	DIRECTOR OF HUMAN RESOURCE	40.00	Highest	$113,277	$31,840	$145,117
RAVINDER JOSHI	DIRECTOR OF PROGRAM	40.00	Highest	$134,888	$26,616	$161,504

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	$14,645,809	$14,577,805	$7,081,630	$68,004
2024	$13,492,046	$13,622,288	$7,058,980	$-130,242
2023	$13,130,901	$13,271,818	$7,182,902	$-140,917
2022	$11,063,143	$11,491,223	$6,938,632	$-428,080
2021	$12,695,996	$11,121,171	$7,576,063	$1,574,825
2020	$10,311,981	$11,448,068	$7,674,000	$-1,136,087
2019	$10,314,968	$10,719,800	$7,036,501	$-404,832

COMMUNITY ALTERNATIVES UNLIMITED