ENVISION FOUNDATION INC (EIN 203874095) - 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

2005

Legal Domicile

Phone

3164401517

Tax Period

2024-07-01 to 2025-06-30

ENVISION FOUNDATION INC, founded in 2005, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 62% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE AND PROVIDE INSPIRATION AND OPPORTUNITY FOR PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED THROUGH EMPLOYMENT, OUTREACH, REHABILITATION, EDUCATION AND RESEARCH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,525,384

Program Service Revenue $37,633

Investment Income $0

Other Revenue $-6,481

TOTAL REVENUE $2,556,536

Expense Breakdown

Grants Paid $31,313

Salaries & Benefits $535,980

Fundraising Expenses $129,564

Program Expenses $776,834

Other Expenses $353,622

TOTAL EXPENSES $967,228

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,556,536	$1,820,109	+0.4%
Expenses	$967,228	$1,027,254	-0.1%
Net Income	$1,589,308	$792,855	+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

Volunteers

500

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

$1,164,808

Total Directors

$867,402

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY SCHLEIN	SECRETARY	1.0	Officer Director	$0	$0	$0
MICHAEL MONTEFERRANTE	CEO/DIRECTOR/OFFICER	1.0	Officer Director	$0	$108,724	$754,748
MOJI ROSSON	DIRECTOR	1.0	Director	$0	$0	$0
SAM WILLIAMS	DIRECTOR	1.0	Director	$0	$0	$0
TERESA HOUSTON	DIRECTOR	1.0	Director	$0	$34,037	$112,654
WENDY CROSSMAN	DIRECTOR	1.0	Director	$0	$0	$0
MARK EATON	CFO/OFFICER	1.0	Officer	$0	$65,482	$410,060

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	$2,556,536	$967,228	$5,078,090	$1,589,308
2024	$1,820,109	$1,027,254	$4,984,075	$792,855
2023	$1,970,531	$1,112,112	$5,797,356	$858,419
2022	$2,113,788	$834,992	$6,520,472	$1,278,796
2021	$2,404,089	$2,405,127	$6,343,252	$-1,038
2020	$1,804,940	$2,711,137	$6,399,779	$-906,197
2019	$3,327,589	$2,488,659	$7,361,998	$838,930
2018	$3,112,459	$2,030,938	$6,452,911	$1,081,521

ENVISION FOUNDATION INC