Co-Occurring Disorders Institute Inc dba Compassionate Directions

EIN: 721587301 501(c)(3) Mental Health

Palmer, AK

Total Revenue
$2,289,133
Total Expenses
$2,052,728
Total Assets
$1,057,606
Net Assets
$413,382
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
AK
Principal Officer
Chelsea Weber
Phone
9077452634
Tax Period
2024-07-01 to 2025-06-30

Co-Occurring Disorders Institute Inc dba Compassionate Directions, founded in 2001, is a community nonprofit in the Mental Health sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 10% surplus.

Mission

Co-Occuring Disorders Institute is a family focused agency that provides compassionate care to our local community. CODI's services are based out of their offices in Palmer, Alaska. Their mission is healthier families, stronger kids, and a continuum of services that can support families in need.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $160,007
Program Service Revenue $2,128,203
Investment Income $923
Other Revenue $0
TOTAL REVENUE $2,289,133

Expense Breakdown

Grants Paid $4,936
Salaries & Benefits $1,371,983
Fundraising Expenses $0
Program Expenses $1,751,347
Other Expenses $675,809
TOTAL EXPENSES $2,052,728

Year-over-Year Comparison

2024 2023 Change
Revenue $2,289,133 $2,212,816 +0.0%
Expenses $2,052,728 $2,210,474 -0.1%
Net Income $236,405 $2,342 +99.9%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
40
Volunteers
5

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
$186,065
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stewart McDonald Executive Dir. 40.00
Officer
$105,140 $0 $105,140
Chelsea Weber Finance/HR Dir 40.00
Officer
$76,879 $4,046 $80,925
Jenny Pekkala President 1.00
Officer Director
$0 $0 $0
Karen Ward Secretary 1.00
Officer Director
$0 $0 $0
Ben Whipple Treasurer 1.00
Officer Director
$0 $0 $0
Kim Bergey Board Member 1.00
Director
$0 $0 $0
Kendra Bartz Board Member 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
2025 $2,289,133 $2,052,728 $1,057,606 $236,405
2024 No data No data No data No data
2023 $2,595,452 $2,734,477 $1,118,396 $-139,025
2022 $2,712,058 $2,585,714 $505,389 $126,344
2022 $2,725,957 $2,512,721 $592,282 $213,236
2021 $2,448,431 $2,500,482 $686,729 $-52,051
2020 $2,366,729 $2,557,727 $769,860 $-190,998
2019 $2,354,895 $2,212,607 $579,895 $142,288
2018 $1,911,978 $1,831,595 $421,559 $80,383
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