Blind & Visually Impaired Center of Monterey County (EIN 237221588) - 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

1971

Legal Domicile

Phone

8316493505

Tax Period

2024-01-01 to 2024-12-31

Blind & Visually Impaired Center of Monterey County, founded in 1971, is a community nonprofit in the Diseases & Disorders sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 146% from the prior year, signaling strong growth momentum. The organization ran a surplus of $844K, a strong 51% operating margin.

Mission

To empower the blind and visually impaired toward independent living through responsive education, support services and skills training.

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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 $325,359

Program Service Revenue $241,551

Investment Income $1,061,888

Other Revenue $33,914

TOTAL REVENUE $1,662,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $394,840

Fundraising Expenses $0

Program Expenses $706,458

Other Expenses $424,039

TOTAL EXPENSES $818,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,662,712	$676,783	+1.5%
Expenses	$818,879	$770,658	+0.1%
Net Income	$843,833	$-93,875	-10.0%

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

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
Dr Celia Barberena	Member	2.00	Director	$0	$0	$0
Jen Canfield	Member	1.00	Director	$0	$0	$0
Randy Henson	Member	1.00	Director	$0	$0	$0
David Collins	Member	1.00	Director	$0	$0	$0
Sylvia Gardner	Member	1.00	Director	$0	$0	$0
John Shuman	Member	1.00	Director	$0	$0	$0
Dr Ken Hunter	Vice President	2.00	Officer	$0	$0	$0
Alissa Whittle	Treasurer	1.00	Officer	$0	$0	$0
Arleen Hardenstein	Secretary	1.00	Officer	$0	$0	$0
Tom Gardner	President	5.00	Officer	$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
2024	$1,662,712	$818,879	$4,926,710	$843,833
2023	$676,783	$770,658	$4,205,438	$-93,875
2022	$387,906	$1,689,552	$4,382,143	$-1,301,646
2021	$1,032,715	$692,206	$5,641,343	$340,509
2020	$1,116,356	$630,158	$5,455,351	$486,198
2019	$1,742,549	$698,706	$5,055,023	$1,043,843
2019	$1,891,656	$698,706	$5,055,023	$1,192,950
2018	$524,142	$543,028	$4,006,457	$-18,886

Blind & Visually Impaired Center of Monterey County