ALTAVITA VILLAGE COMMUNITY FOUNDATION

EIN: 203651997 501(c)(3) Human Services

Riverside, CA

Total Revenue
$348,785
Total Expenses
$354,312
Total Assets
$270,322
Net Assets
$270,322
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
CA
Principal Officer
Bill Baltazar
Phone
9515675831
Tax Period
2021-01-01 to 2021-12-31

ALTAVITA VILLAGE COMMUNITY FOUNDATION, founded in 2006, is a small nonprofit in the Human Services sector that reported $349K in total revenue in fiscal year 2021. Revenue surged 148% from the prior year, signaling strong growth momentum.

Mission

This organization supports the residents of Westmont Village with emphasis on the needs of the residents concerning health, mobility, recreation, entertainment, finances and quality of life.

Program Service Accomplishments

Program 1
Expenses: $22,712 Revenue: $15,660

Concert program: We hire professional concert performers to perform mostly classical chamber music performances for Westmont Village residents. It includes renting the venue, tuning pianos and...

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Concert program: We hire professional concert performers to perform mostly classical chamber music performances for Westmont Village residents. It includes renting the venue, tuning pianos and providing refreshments.

Program 2
Expenses: $9,000 Revenue: $0

Resident Council: Resident volunteers staff a Resident Council which is part of the Foundation. This council stocks and maintains various on-site libraries. It publishes a monthly magazine...

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Resident Council: Resident volunteers staff a Resident Council which is part of the Foundation. This council stocks and maintains various on-site libraries. It publishes a monthly magazine highlighting resident activities, local interest items, historical information of the local area and reports on and introduces new residents of the village. It also provides and funds entertainment events for residents.

Program 3
Expenses: $0 Revenue: $6,910

Village Shoppe: The foundation operates a small retail operation so that residents with mobility problems can obtain commonly needed small items like stamps, cards, some food items, clothing items...

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Village Shoppe: The foundation operates a small retail operation so that residents with mobility problems can obtain commonly needed small items like stamps, cards, some food items, clothing items, etc. without having to arrange transportation from the Village and back.

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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 (2021)

Revenue Breakdown

Contributions & Grants $324,557
Program Service Revenue $23,883
Investment Income $345
Other Revenue $0
TOTAL REVENUE $348,785

Expense Breakdown

Grants Paid $60,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $351,494
Other Expenses $294,312
TOTAL EXPENSES $354,312

Year-over-Year Comparison

2021 2020 Change
Revenue $348,785 $140,659 +1.5%
Expenses $354,312 $643,294 -0.4%
Net Income $-5,527 $-502,635 -1.0%
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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
45

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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bill Baltazar Chairman 5
Officer Director
$0 $0 $0
Robert Miller Vice chairman 2
Officer Director
$0 $0 $0
James Pemberton Treasurer 10
Officer Director
$0 $0 $0
Jo Crosbie Secretary 10
Officer Director
$0 $0 $0
Jonathan Greenberg Director 1
Director
$0 $0 $0
Gary Jennings Director 1
Director
$0 $0 $0
Carol Uecker Director 1
Director
$0 $0 $0
Dan Neja Director 1
Director
$0 $0 $0
Ronald Englebretson Director 1
Director
$0 $0 $0
Patrick Sweeney Director 1
Director
$0 $0 $0
David Miller Advisor 5
$0 $0 $0
Charles Hale Advisor 1
$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
2021 $348,785 $354,312 $270,322 $-5,527
2021 $349,453 $375,133 $270,322 $-25,680
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