CREATIVE LIVING OPTIONS INC CO GARRETT BROADBENT

EIN: 680484121 501(c)(3) Human Services

WEST SACRAMENTO, CA

Total Revenue
$4,963,232
Total Expenses
$4,682,364
Total Assets
$4,073,502
Net Assets
$3,293,978
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
CA
Principal Officer
GARRETT BROADBENT
Phone
9163722102
Tax Period
2023-01-01 to 2023-12-31

CREATIVE LIVING OPTIONS INC CO GARRETT BROADBENT, founded in 2001, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2023. Expenses of $4.7M left a modest 6% surplus.

Mission

CREATIVE LIVING OPTIONS (CLO) IS COMMITTED TO ENHANCING THE QUALITY OF LIFE FORPERSONS WITH DEVELOPMENTAL DISABILITIES, AS WELL AS THEIR PERSONAL SATISFACTION WITHTHEIR SERVICES, THROUGH THE PROVISION OF SUPERIOR INDIVIDUALIZED SUPPORTS ANDSERVICES PROVIDED IN EACH PERSON'S HOME AND COMMUNITY. CHOICE, INDIVIDUAL RIGHTS,FREEDOM TO DESIGN ONE'S OWN LIFE, AND INDIVIDUALIZED SUPPORTS ARE AT THE CORE OFCLO'S VALUES AND PHILOSOPHIES.

Program Service Accomplishments

Program 1
Expenses: $4,015,739 Revenue: $4,864,134

THE AGENCY PROVIDES SUPPORT AND SERVICES 32 ADULTS WITH DEVELOPMENTAL DISABILITIESTHAT ALLOW THEM TO CHOOSE AND LIVE IN A HOME OF THEIR OWN IN THE COMMUNITY WITHSUPPORT THAT IS NEEDED.THE AGENCY...

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THE AGENCY PROVIDES SUPPORT AND SERVICES 32 ADULTS WITH DEVELOPMENTAL DISABILITIESTHAT ALLOW THEM TO CHOOSE AND LIVE IN A HOME OF THEIR OWN IN THE COMMUNITY WITHSUPPORT THAT IS NEEDED.THE AGENCY ASSISTS CONSUMERS TO FIND, MODIFY AND MAINTAIN A HOME OF THEIR OWN.THE AGENCY ASSISTS CONSUMERS TO ACCESS THEIR COMMUNITIES & BECOME ACTIVEPARTICIPANTS.OTHER PROGRAM SERVICES:- THIS INCLUDES RESEARCHING HOME OWNERSHIP INFORMATION, LOW INCOME HOUSING ANDMAINTAINING/UPDATING INFORMATION FROM THE HOUSING AUTHORITY.- THE AGENCY RECRUITS, HIRES AND TRAINS INDIVIDUALS TO PROVIDE DIRECT SUPPORT- THE AGENCY REQUIRES, UPDATES AND MAINTAINS BACKGROUND CHECKS, DMV RECORDS, AUTOINSURANCE, MEDICAL EXAMS, DRUG TESTING AND FIRST AID/CPR TRAINING FOR ALL PERSONAL ATTENDANTS/SUPPORT STAFF.- THE AGENCY FACILITATES CIRCLES OF SUPPORT TO DEVELOP UNPAID AND NATURAL SUPPORTS INTHE COMMUNITY.- THE AGENCY MAINTAINS RECREATIONAL RESOURCES AND ASSISTS CONSUMERS TO PARTICIPATE INTHEIR COMMUNITY AND DEVELOP FRIENDSHIPS. AGENCY ASSISTS CONSUMERS IN DEVELOPINGFUTURE LIFE PLANS IN ALL RELEVANT DOMAINS.- THE AGENCY ASSISTS CONSUMER IN DEVELOPING INDIVIDUAL PROGRAM PLANS THAT SUPPORTTHEIR INDIVIDUAL LIFE PLANS.- THE AGENCY DEVELOPS INDIVIDUAL SERVICE PLANS FOR EACH CONSUMER OUTLINING IN DETAILHOW SERVICES WILL BE PROVIDED. THESE PLANS ARE INDIVIDUALIZED TO SPECIFICALLYADDRESS EACH GOAL OUTLINED BY THE CONSUMER AND THEIR CIRCLE OF SUPPORT.- THE AGENCY MONITORS PROGRESS OF THE ISP DAILY, MONTHLY AND ANNUALLY.- THE AGENCY ASSISTS CONSUMER IN DEVELOPING A REASONABLE PLAN TO MEET THEIR LIFEGOALS.- THE AGENCY PROVIDES SUPPORT AND TRAINING IN SOCIAL, BEHAVIORAL AND DAILY LIVINGSKILLS. AGENCY PROVIDES ASSISTANCE AND MONEY MANAGEMENT TRAINING.- THE AGENCY ASSISTS CONSUMERS WITH INCOME, BILL PAYING AND ALL BENEFITS RECEIVED.- THE AGENCY ASSISTS CONSUMERS WITH MEDICAL, DENTAL CARE AND MANAGES/MONITORS ALLMEDICATION AND APPOINTMENTS.- THE AGENCY PROVIDES 24-HOUR EMERGENCY RESPONSE SYSTEMS.- THE AGENCY ASSISTS CONSUMERS TO BE EFFECTIVE SELF ADVOCATES.- THE AGENCY ASSISTS CONSUMERS TO DEVELOP AND ATTAIN EMPLOYMENT GOALS.- THE AGENCY SUPPORTS AND FACILITATES FAMILY AND INTER-AGENCY COLLABORATION.- THE AGENCY PROVIDES A LIBRARY OFFERING UP TO DATE BOOKS, MATERIALS AND RESOURCES TO ALL EMPLOYEES.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,866,376
Program Service Revenue $0
Investment Income $82,860
Other Revenue $13,996
TOTAL REVENUE $4,963,232

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,077,557
Fundraising Expenses $0
Program Expenses $4,015,739
Other Expenses $604,807
TOTAL EXPENSES $4,682,364

Year-over-Year Comparison

2023 2022 Change
Revenue $4,963,232 $4,600,592 +0.1%
Expenses $4,682,364 $4,534,536 +0.0%
Net Income $280,868 $66,056 +3.3%
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
8
Independent Members
8
Employees
173
Volunteers
N/A

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
$141,405
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARRETT BROADBENT CEO 40.00
Officer
$141,405 $0 $141,405
DOUG KROESCH Chair 1.00
Officer Director
$0 $0 $0
JANE WIERMAN VICE CHAIR 1.00
Officer Director
$0 $0 $0
PATRICIA LOHSE FINANCE OFFICER 1.00
Officer Director
$0 $0 $0
TOM NEARY Secretary 1.00
Officer Director
$0 $0 $0
JOAN SCHMIDT MEMBER 1.00
Director
$0 $0 $0
LOUIS VISMARA MEMBER 1.00
Director
$0 $0 $0
CHARLES GARDNER Director 1.00
Director
$0 $0 $0
KRISTIN WRIGHT 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 $4,963,232 $4,682,364 $4,073,502 $280,868
2022 $4,600,592 $4,534,536 $3,840,083 $66,056
2021 $4,813,370 $4,456,929 $3,129,826 $356,441
2020 $4,861,858 $4,245,529 $2,838,565 $616,329
2019 $3,779,906 $3,726,984 $2,279,283 $52,922
2018 $3,473,334 $3,424,078 $2,097,654 $49,256
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