Civic Intelligence

Creative Living Options Inc

EIN 68-0484121 • 501(c)3 • Sacramento, CA

Profile

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.

700 E StreetSacramento, CA 95814

www.creativelivingoptions.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.42x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.30x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

20th percentile

-10%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$157,913

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$4,544,133

Up $470,631 (+12%) from 2023

Liabilities

Up

$1,905,009

Up $1,125,485 (+144%) from 2023

Net Assets

Down

$2,639,124

Down $654,854 (-20%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin20th percentile

Revenue

Up

$6,427,381

Up $1,464,149 (+29%) from 2023

Expenses

Up

$7,082,235

Up $2,399,871 (+51%) from 2023

Net Income

Down

-$654,854

Down $935,722 (-333%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,514,573Liabilities 2011: $177,166Net Assets 2011: $1,337,4072011Assets 2012: $1,801,191Liabilities 2012: $162,779Net Assets 2012: $1,638,4122012Assets 2013: $2,132,502Liabilities 2013: $192,001Net Assets 2013: $1,940,5012013Assets 2014: $2,169,944Liabilities 2014: $165,067Net Assets 2014: $2,004,8772014Assets 2015: $1,984,492Liabilities 2015: $100,526Net Assets 2015: $1,883,9662015Assets 2016: $2,010,565Liabilities 2016: $156,558Net Assets 2016: $1,854,0072016Assets 2017: $2,131,341Liabilities 2017: $244,897Net Assets 2017: $1,886,4442017Assets 2018: $2,097,654Liabilities 2018: $162,637Net Assets 2018: $1,935,0172018Assets 2019: $2,279,283Liabilities 2019: $291,344Net Assets 2019: $1,987,9392019Assets 2020: $2,838,565Liabilities 2020: $301,537Net Assets 2020: $2,537,0282020Assets 2021: $3,129,826Liabilities 2021: $236,357Net Assets 2021: $2,893,4692021Assets 2022: $3,840,083Liabilities 2022: $826,973Net Assets 2022: $3,013,1102022Assets 2023: $4,073,502Liabilities 2023: $779,524Net Assets 2023: $3,293,9782023Assets 2024: $4,544,133Liabilities 2024: $1,905,009Net Assets 2024: $2,639,1242024

Highlighted filing

2024

Assets$4,544,133
Liabilities$1,905,009
Net Assets$2,639,124
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,556,691Expenses 2011: $3,383,974Net Income 2011: $172,7172011Revenue 2012: $3,511,850Expenses 2012: $3,210,845Net Income 2012: $301,0052012Revenue 2013: $3,271,225Expenses 2013: $2,957,657Net Income 2013: $313,5682013Revenue 2014: $3,431,638Expenses 2014: $3,367,262Net Income 2014: $64,3762014Revenue 2015: $3,050,338Expenses 2015: $3,171,249Net Income 2015: -$120,9112015Revenue 2016: $3,196,569Expenses 2016: $3,226,585Net Income 2016: -$30,0162016Revenue 2017: $3,362,418Expenses 2017: $3,330,784Net Income 2017: $31,6342017Revenue 2018: $3,473,334Expenses 2018: $3,424,078Net Income 2018: $49,2562018Revenue 2019: $3,779,906Expenses 2019: $3,726,984Net Income 2019: $52,9222019Revenue 2020: $4,861,858Expenses 2020: $4,245,529Net Income 2020: $616,3292020Revenue 2021: $4,813,370Expenses 2021: $4,456,929Net Income 2021: $356,4412021Revenue 2022: $4,600,592Expenses 2022: $4,534,536Net Income 2022: $66,0562022Revenue 2023: $4,963,232Expenses 2023: $4,682,364Net Income 2023: $280,8682023Revenue 2024: $6,427,381Expenses 2024: $7,082,235Net Income 2024: -$654,8542024

Highlighted filing

2024

Revenue$6,427,381
Expenses$7,082,235
Net Income-$654,854
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,544,133
Liabilities
$1,905,009
Net assets
$2,639,124
Revenue
$6,427,381
Expenses
$7,082,235
Net income
-$654,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$1.91$2.64$6.43$7.08$0.65
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.78$3.29$4.96$4.68$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.83$3.01$4.60$4.53$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.13$0.24$2.89$4.81$4.46$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.30$2.54$4.86$4.25$0.62
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.29$1.99$3.78$3.73$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.16$1.94$3.47$3.42$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.24$1.89$3.36$3.33$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.16$1.85$3.20$3.23$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.98$0.10$1.88$3.05$3.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.17$2.00$3.43$3.37$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.13$0.19$1.94$3.27$2.96$0.31
2012Summary only. Only limited summary data is available for this year.$1.80$0.16$1.64$3.51$3.21$0.30
2011Summary only. Only limited summary data is available for this year.$1.51$0.18$1.34$3.56$3.38$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$6,427,381
Mission and Program Overview

Mission

Creative living options (clo) is committed to enhancing the quality of life for persons with developmental disabilities, as well as their personal satisfaction with their services, through the provision of superior individualized supports and services 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 of clo's values and philosophies.

Committed to enhancing the quality of life for people with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,124,344$1,423,162▲ $298,818
Investments in Publicly Traded Securities$1,313,847$1,310,566▼ $3,281
Cash and Non-Interest-Bearing Accounts$699,964$811,904▲ $111,940
Accounts Receivable$425,755$621,386▲ $195,631
Prepaid Expenses and Deferred Charges$51,005$25,294▼ $25,711
Land, Buildings, and Equipment, Net$6,595$12,621▲ $6,026
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,073,502$4,544,133▲ $470,631
Other Assets Total$451,992$339,200▼ $112,792
Liabilities
Accounts Payable and Accrued Expenses$300,934$1,540,625▲ $1,239,691
Other Liabilities$478,590$364,384▼ $114,206
Total Liabilities$779,524$1,905,009▲ $1,125,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,293,978$2,639,124▼ $654,854
Total Net Assets Fund Balance$3,293,978$2,639,124▼ $654,854
Total Liabilities and Net Assets / Fund Balance$4,073,502$4,544,133▲ $470,631

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,207$285,602$286,809
Equipment$9,673$32,658$42,331
Leasehold Improvements$1,741$37,453$39,194
Other Assets Org$339,200--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Garrett BroadbentCEOFT$134,000$23,913$157,913
Royisha SinghProgram DirectorFT$93,600$21,634$115,234

Board Members and Trustees

NameTitle
Doug Kroeschchair
Jane WiermanVice Chair
Charles GardnerBoard Member
Joan SchmidtBoard Member
Kristin WrightBoard Member
Lou VismaraBoard Member
Patricia LohseFinance Officer
Tom NearySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$23,063
Program Service Revenue
$6,278,550
Investment Income
$125,768
Other Revenue
$0
All Other Contributions
$23,063
Change in Net Assets
$-654,854

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,427,381
Total Revenue per Audited Statements
$6,427,381
Total Revenue per Form 990
$6,427,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,333,244
Other Expenses$748,991
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,759,431$538,099-$5,297,530
Other Employee Benefits$716,989$160,812-$877,801
Current Officers, Directors, Trustees, and Key Employees$139,921$17,992-$157,913
Occupancy$6,555$137,871-$144,426
Travel$85,938$15,166-$101,104
Insurance-$68,965-$68,965
Fees for Services Other$4,697$46,233-$50,930
All Other Expenses$26,988$19,682-$46,670
Conferences and Meetings$16,781$14,959-$31,740
Other Expenses$14,467$16,988-$31,455
Depreciation Depletion-$4,985-$4,985
Total Functional Expenses$5,983,221$1,099,014$0$7,082,235

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,082,235
Total Expenses per Audited Statements$7,082,235
Total Expenses per Form 990$7,082,235
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$364,384
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to submission to the IRS, Form 990 will be fully reviewed by the signatory and made available to the Board of Directors.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are reviewed when board members are nominated and again if re-elected to the board.”

Form 990, Part VI, Section B, Line 15A

“A CEO salary survey was conducted by the board secretary.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Creative Living Options Inc
EIN
68-0484121
Phone
9163722102
Address
700 E Street, Sacramento, CA 95814

Signing Officer

Name
Garrett Broadbent
Title
CEO
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Garrett Broadbent
Formed
2001
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
299
Volunteers
8

Preparer

Firm
MUN CPAs LLP
Address
2901 Douglas Blvd, Roseville, CA 95661
Preparer
Justin J Williams CPA
Phone
9167744208
Supplemental Narrative

Additional Explanations

Department of Labor Settlement Agreement

“On May 5, 2025, the Organization approved a settlement agreement with the Department of Labor covering overtime violations for the period January 1, 2022 through December 31, 2024. As a result of the settlement agreement, the Organization recorded a liability of $1,152,494 at December 31, 2024, which is reported as part of salaries and benefits payable.Subsequent events have been evaluated through August 20, 2025, which is the date the financial statements were available to be issued.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization, pursuant to a determination letter from the Internal Revenue Service, is exempt from Federal and State income taxes under Section 501(c)(3) of the Internal Revenue code and Section 23701(d) of the California Revenue and Taxation Code. FASB ASC 740-10 prescribes a recognition threshold and measurement standard for financial statement recognition and measurement of an income tax position taken or expected to be taken in a tax return. In addition, FASB ASC 740-10 provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosures, and transition. The provisions of FASB ASC 740-10 have been applied to all tax positions of the Organization and it did not have a material impact on the Organization's financial position, results of operations, or cash flows.”

Raw XML AppendixShowing 400 of 498 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0The agency supports 43 adults with developmental disabilities to live in homes of their own within the community. We help individuals find, modify, and maintain housing; access community resources; and become active participants in community life. Services include researching home-ownership and low-income housing options and maintaining current information from housing authorities. We recruit, hire, and train direct-support staff and maintain required background checks, DMV records, auto insurance, medical exams, drug testing, and First Aid/CPR certifications. We facilitate circles of support, provide recreational resources, and assist individuals in building friendships and developing future life plans across all relevant domains. The agency develops individualized program and service plans (IPPs/ISPs) that detail how services will be delivered, and we monitor progress daily, monthly, and annually. We provide training in social, behavioral, and daily-living skills; offer assistance with money management, income, bill payment, and benefits; and coordinate medical and dental care, including medication management and appointments. We maintain 24-hour emergency response systems, support self-advocacy, assist with employment goals, and facilitate family and inter-agency collaboration. The agency also maintains a library of up-to-date books, materials, and resources for all employees.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt2chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
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IRS990/FormationYr02001
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Creative Living Options (CLO) is committed to enhancing the quality of life for people with developmental disabilitiesand their satisfaction with servicesby providing superior, individualized supports in each persons home and community. Choice, individual rights, the freedom to design ones own life, and person-centered supports are core to CLOs values and philosophy.
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IRS990/PrincipalOfficerNm0Garrett Broadbent
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The organization requests classification as a publicly supported organization under IRC 509(a)(1) and 170(b)(1)(A)(vi). For the current 5-year period, the public support percentage is below 33?% because the organizations primary source of support consists of contract/program service revenue reported on Form 990, Part VIII, line 2, rather than voluntary contributions. The organization nevertheless satisfies the facts-and-circumstances test.The organization provides services to the general public under government and other public-benefit contracts, and its activities are publicly available and carried out to further its exempt purposes. It maintains a governing board composed of unrelated individuals from the community and conducts ongoing efforts to attract public and charitable support, including from numerous small donors (only one contributor exceeded the $5,000 Schedule B threshold for the year). The organizations public support percentage exceeds 10%, and considering the nature of its programs, sources of support, and continued solicitation of public support, it should be treated as a publicly supported organization under 170(b)(1)(A)(vi).
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization, pursuant to a determination letter from the Internal Revenue Service, is exempt from Federal and State income taxes under Section 501(c)(3) of the Internal Revenue code and Section 23701(d) of the California Revenue and Taxation Code. FASB ASC 740-10 prescribes a recognition threshold and measurement standard for financial statement recognition and measurement of an income tax position taken or expected to be taken in a tax return. In addition, FASB ASC 740-10 provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosures, and transition. The provisions of FASB ASC 740-10 have been applied to all tax positions of the Organization and it did not have a material impact on the Organization's financial position, results of operations, or cash flows.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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