Crossroads Unlimited Inc (EIN 710967724) - 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

2004

Legal Domicile

Phone

7184206330

Tax Period

2023-07-01 to 2024-06-30

Crossroads Unlimited Inc, founded in 2004, is a community nonprofit in the Human Services sector that reported $3.9M in total revenue in fiscal year 2023. Expenses of $3.7M left a modest 5% surplus.

Mission

To provide residential, clinical, habilitation & education services for individuals with mental retardation and developmental 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 $405,563

Program Service Revenue $3,487,754

Investment Income $1,060

Other Revenue $-5,077

TOTAL REVENUE $3,889,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,347,408

Fundraising Expenses $0

Program Expenses $2,847,102

Other Expenses $1,352,716

TOTAL EXPENSES $3,700,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,889,300	$3,734,920	+0.0%
Expenses	$3,700,124	$3,413,577	+0.1%
Net Income	$189,176	$321,343	-0.4%

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

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

$148,727

Total Directors

$148,727

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theodore Ericson	Executive Dir.	40.00	Officer Director	$148,727	$0	$148,727
Joseph Ferguson	Board Member	1.00	Director	$0	$0	$0
Al Lambert	President	1.00	Officer	$0	$0	$0
Charles Sutter	Vice President	1.00	Officer	$0	$0	$0
Michael Miranda	Treasurer	1.00	Officer	$0	$0	$0
Jacqueline Rehak	Secretary	1.00	Officer	$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	No data	No data	No data	No data
2024	$3,889,300	$3,700,124	$1,266,208	$189,176
2023	$3,734,920	$3,413,577	$1,024,574	$321,343
2022	$3,858,128	$3,576,515	$1,081,434	$281,613
2021	$3,064,060	$3,109,041	$1,152,294	$-44,981
2020	$3,538,945	$3,374,553	$1,331,894	$164,392
2019	$3,179,269	$3,674,247	$1,115,832	$-494,978

Crossroads Unlimited Inc