CREATIVE LIVING OPTIONS INC CO GARRETT BROADBENT (EIN 680484121) - 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

2001

Legal Domicile

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

COMITTED TO ENHANCING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENT DISABILITIES.

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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 $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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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

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

$141,405

Total Directors

Key Employees

Highest Compensated

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

CREATIVE LIVING OPTIONS INC CO GARRETT BROADBENT