ALTAVITA VILLAGE COMMUNITY FOUNDATION (EIN 203651997) - 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

2006

Legal Domicile

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

Improve the quality of life for residents of Westmont Village. Provide support for residents who become unable to pay fees to remain as residents of Westmont Village. Provide recreation, socialization and entertainment services to residents. Provide an interface organization with Westmont Village for resident concerns, problems and requests.

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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 (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

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

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

ALTAVITA VILLAGE COMMUNITY FOUNDATION