Civic Intelligence

Creative Living Options Inc.

990 • Fiscal year 2021 • EIN 68-0484121

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.CREATIVELIVINGOPTIONS.COM
2945 Ramco StreetWest Sacramento, CA 95691

(916) 372-2102

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.08x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.05x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

40th percentile

7.4%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$106,466

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

52nd percentile

10%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-1.0%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$3,129,826

Up $291,261 (+10%) from 2020

Net Assets

Up

$2,893,469

Up $356,441 (+14%) from 2020

Liabilities

Down

$236,357

Down $65,180 (-22%) from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin40th percentile

Revenue

Down

$4,813,370

Down $48,488 (-1.0%) from 2020

Expenses

Up

$4,456,929

Up $211,400 (+5.0%) from 2020

Net Income

Down

$356,441

Down $259,888 (-42%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$3,129,826
Liabilities$236,357
Net Assets$2,893,469
Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$4,813,370
Expenses$4,456,929
Net Income$356,441
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$4,813,370
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.

Comitted to enhancing the quality of life for persons with development disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,620,763$1,991,460▲ $370,697
Cash and Non-Interest-Bearing Accounts$725,717$660,006▼ $65,711
Accounts Receivable$397,006$374,853▼ $22,153
Prepaid Expenses and Deferred Charges$51,827$56,572▲ $4,745
Land, Buildings, and Equipment, Net$28,187$31,871▲ $3,684
Investments in Publicly Traded Securities$15,065$15,064▼ $1
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$2,838,565$3,129,826▲ $291,261
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$301,537$236,357▼ $65,180
Total Liabilities$301,537$236,357▼ $65,180
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,537,028$2,893,469▲ $356,441
Total Net Assets Fund Balance$2,537,028$2,893,469▲ $356,441
Total Liabilities and Net Assets / Fund Balance$2,838,565$3,129,826▲ $291,261

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,519$194,694$206,213
Equipment$16,958$100,000$116,958
Leasehold Improvements$3,394$34,000$37,394
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joan SchmidtMember/advisorFT$106,466$106,466
Garrett BroadbentCEOFT$30,702$30,702

Board Members and Trustees

NameTitle
Doug KroeschChair
Jane WiermanVice Chair
Patricia LohseFinance Officer
Louis VismaraMember
Tom NearySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,418
Program Service Revenue
$4,777,318
Investment Income
$4,746
Other Revenue
$11,888
All Other Contributions
$19,418
Change in Net Assets
$356,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,813,370
Total Revenue per Audited Statements
$4,813,370
Total Revenue per Form 990
$4,813,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,884,641
Other Expenses$572,288
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,770,151$322,739-$3,092,890
Other Employee Benefits$327,644$29,403-$357,047
Payroll Taxes$281,439$16,097-$297,536
Current Officers, Directors, Trustees, and Key Employees$116,593$20,575-$137,168
Occupancy$64,815$65,822-$130,637
Travel$67,867--$67,867
Insurance$27,296$27,881-$55,177
Fees for Services Legal$21,286$24,014-$45,300
Fees for Services Other$5,503$13,074-$18,577
All Other Expenses$14,292$3,913-$18,205
Other Expenses$10,481$7,466-$17,947
Fees for Services Accounting$10,262$1,478-$11,740
Depreciation Depletion$2,458$2,458-$4,916
Conferences and Meetings$1,341$193-$1,534
Total Functional Expenses$3,886,959$569,970$0$4,456,929

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,456,929
Total Expenses per Audited Statements$4,456,929
Total Expenses per Form 990$4,456,929
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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, Line 11B: Form 990 Review Process

“Prior to submitting to the irs, the form 990 will be fully reviewed by the signatory and available to the board of directors.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflict of interest is reviewed when board members are nominated and again ifre-elected to the board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Ceo - salary survey was conducted by the board secretary.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, policies and financial statements areavailable upon request.”

Filing and Contact Details

Filer

Filer Name
Creative Living Options Inc
EIN
68-0484121
Phone
9163722102
Address
2945 RAMCO STREET, WEST SACRAMENTO, CA 95691

Signing Officer

Name
Garrett Broadbent
Title
CEO
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Garrett Broadbent
Formed
2001
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
5
Employees
172

Preparer

Firm
Propp Christensen Caniglia Llp
Address
9261 Sierra College Boulevard, Roseville, CA 95661
Preparer
Debbi J Christensen CPA
Phone
9167512900
Raw XML AppendixShowing 400 of 449 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0301537
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0236357
IRS990/AccountsReceivableGrp/BOYAmt0397006
IRS990/AccountsReceivableGrp/EOYAmt0374853
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COMITTED TO ENHANCING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENT DISABILITIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt019418
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03913
IRS990/AllOtherExpensesGrp/ProgramServicesAmt014292
IRS990/AllOtherExpensesGrp/TotalAmt018205
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0GARRETT BROADBENT
IRS990/BooksInCareOfDetail/PhoneNum09163722102
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02945 RAMCO STREET SUITE 120
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095691
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0725717
IRS990/CashNonInterestBearingGrp/EOYAmt0660006
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020575
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0116593
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0137168
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0193
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01341
IRS990/ConferencesMeetingsGrp/TotalAmt01534
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt019418
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04746
IRS990/CYOtherExpensesAmt0572288
IRS990/CYOtherRevenueAmt011888
IRS990/CYProgramServiceRevenueAmt04777318
IRS990/CYRevenuesLessExpensesAmt0356441
IRS990/CYSalariesCompEmpBnftPaidAmt03884641
IRS990/CYTotalExpensesAmt04456929
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04813370
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02458
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02458
IRS990/DepreciationDepletionGrp/TotalAmt04916
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0172
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03886959
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01478
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010262
IRS990/FeesForServicesAccountingGrp/TotalAmt011740
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt024014
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt021286
IRS990/FeesForServicesLegalGrp/TotalAmt045300
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013074
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05503
IRS990/FeesForServicesOtherGrp/TotalAmt018577
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JOAN SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm1GARRETT BROADBENT
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG KROESCH
IRS990/Form990PartVIISectionAGrp/PersonNm3JANE WIERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA LOHSE
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM NEARY
IRS990/Form990PartVIISectionAGrp/PersonNm6LOUIS VISMARA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0106466
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER/ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04813370
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt027881
IRS990/InsuranceGrp/ProgramServicesAmt027296
IRS990/InsuranceGrp/TotalAmt055177
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt04746
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04746
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015065
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015064
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0328694
IRS990/LandBldgEquipBasisNetGrp/BOYAmt028187
IRS990/LandBldgEquipBasisNetGrp/EOYAmt031871
IRS990/LandBldgEquipCostOrOtherBssAmt0360565
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CREATIVE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02537028
IRS990/NetAssetsOrFundBalancesEOYAmt02893469
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02537028
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02893469
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt065822
IRS990/OccupancyGrp/ProgramServicesAmt064815
IRS990/OccupancyGrp/TotalAmt0130637
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029403
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0327644
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0357047
IRS990/OtherExpensesGrp/Desc0RECRUITING
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2SUPPORT SERVICES
IRS990/OtherExpensesGrp/Desc3MEETINGS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010894
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123963
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27466
IRS990/OtherExpensesGrp/ProgramServicesAmt075632
IRS990/OtherExpensesGrp/ProgramServicesAmt161008
IRS990/OtherExpensesGrp/ProgramServicesAmt228891
IRS990/OtherExpensesGrp/ProgramServicesAmt310481
IRS990/OtherExpensesGrp/TotalAmt086526
IRS990/OtherExpensesGrp/TotalAmt184971
IRS990/OtherExpensesGrp/TotalAmt228891
IRS990/OtherExpensesGrp/TotalAmt317947
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011888
IRS990/OtherRevenueTotalAmt011888
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0322739
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02770151
IRS990/OtherSalariesAndWagesGrp/TotalAmt03092890
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016097
IRS990/PayrollTaxesGrp/ProgramServicesAmt0281439
IRS990/PayrollTaxesGrp/TotalAmt0297536
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051827
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056572
IRS990/PrincipalOfficerNm0GARRETT BROADBENT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ALTA REGIONAL CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04777318
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04777318
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012423
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021025
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0470359
IRS990/PYOtherRevenueAmt026227
IRS990/PYProgramServiceRevenueAmt04802183
IRS990/PYRevenuesLessExpensesAmt0616329
IRS990/PYSalariesCompEmpBnftPaidAmt03775170
IRS990/PYTotalExpensesAmt04245529
IRS990/PYTotalRevenueAmt04861858
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0356441
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04777318
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01620763
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01991460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027073
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt087908
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03171
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070063
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43340
IRS990ScheduleA/PublicSupportPY170Pct00.44730
IRS990ScheduleA/PublicSupportTotal170Amt087908
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027073
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt087908
IRS990ScheduleA/TotalSupportAmt0202855
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt011888
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt026228
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05201
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt071
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt01496
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt044884
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt016958
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0100000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116958
IRS990ScheduleD/ExpensesSubtotalAmt04456929
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03394
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt034000
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt037394
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011519
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0194694
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0206213
IRS990ScheduleD/RevenueSubtotalAmt04813370
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031871
IRS990ScheduleD/TotalExpensesPerForm990Amt04456929
IRS990ScheduleD/TotalRevenuePerForm990Amt04813370
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04813370
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04456929
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO SUBMITTING TO THE IRS, THE FORM 990 WILL BE FULLY REVIEWED BY THE SIGNATORY AND AVAILABLE TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST IS REVIEWED WHEN BOARD MEMBERS ARE NOMINATED AND AGAIN IFRE-ELECTED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CEO - SALARY SURVEY WAS CONDUCTED BY THE BOARD SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AREAVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02838565
IRS990/TotalAssetsEOYAmt03129826
IRS990/TotalAssetsGrp/BOYAmt02838565
IRS990/TotalAssetsGrp/EOYAmt03129826
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019418
IRS990/TotalEmployeeCnt0172
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0569970
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03886959
IRS990/TotalFunctionalExpensesGrp/TotalAmt04456929
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0301537
IRS990/TotalLiabilitiesEOYAmt0236357
IRS990/TotalLiabilitiesGrp/BOYAmt0301537
IRS990/TotalLiabilitiesGrp/EOYAmt0236357
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02537028
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02893469
IRS990/TotalProgramServiceExpensesAmt03886959
IRS990/TotalProgramServiceRevenueAmt04777318
IRS990/TotalReportableCompFromOrgAmt0137168
IRS990/TotalRevenueGrp/ExclusionAmt04746
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04789206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04813370

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,129,826
Liabilities
$236,357
Net assets
$2,893,469
Revenue
$4,813,370
Expenses
$4,456,929
Net income
$356,441
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