MONTE VISTA HISTORICAL ASSOCIATION

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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

1973

Legal Domicile

Principal Officer

FRED SUCHY

Phone

2107378212

Tax Period

2023-01-01 to 2023-12-31

MONTE VISTA HISTORICAL ASSOCIATION, founded in 1973, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue surged 112% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 49% operating margin.

Mission

TO ENCOURAGE PRESERVATION OF THIS DISTINCTIVE HISTORIC DISTRICT AND TO EDUCATE THE PUBLIC ABOUT OUR INHERITED NEIGHBORHOOD VALUES WHICH CONTRIBUTE TO A WHOLESOME URBAN ENVIRONMENT.

Program Service Accomplishments

Program 1

Revenue: $182,132

SPECIAL EVENTS HELD THROUGHOUT THE YEAR TO FOSTER PRIDE IN THE HISTORIC DISTRICT, DEVELOP WORKING RELATIONSHIPS AMONG NEIGHBORS AND ENCOURAGE PRESERVATION EFFORTS. APPROXIMATELY 1,200 INDIVIDUALS...

SPECIAL EVENTS HELD THROUGHOUT THE YEAR TO FOSTER PRIDE IN THE HISTORIC DISTRICT, DEVELOP WORKING RELATIONSHIPS AMONG NEIGHBORS AND ENCOURAGE PRESERVATION EFFORTS. APPROXIMATELY 1,200 INDIVIDUALS ATTENDED VARIOUS EVENTS DURING THE YEAR.

Program 2

Expenses: $7,678 Revenue: $18,930

MEMBERSHIP MEETINGS, NEWSLETTERS, WEBSITE AND OUTREACH TO INFORM, EDUCATE AND ENCOURAGE NEIGHBORHOOD RESIDENTS TO TAKE ACTION IN PRESERVING THE INTEGRITY OF THE CERTIFIED HISTORIC DISTRICT...

MEMBERSHIP MEETINGS, NEWSLETTERS, WEBSITE AND OUTREACH TO INFORM, EDUCATE AND ENCOURAGE NEIGHBORHOOD RESIDENTS TO TAKE ACTION IN PRESERVING THE INTEGRITY OF THE CERTIFIED HISTORIC DISTRICT. APPROXIMATELY 370 FAMILY MEMBERSHIPS.

Program 3

Expenses: $7,200

FUNDS GRANTED TO THE SAN ANTONIO PUBLIC LIBRARY, THE LANDA GARDENS CONSERVANCY, AND THE UNIVERSITY OF TEXAS AT SAN ANTONIO.

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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 (2023)

Revenue Breakdown

Contributions & Grants $38,187

Program Service Revenue $25,167

Investment Income $2,880

Other Revenue $95,273

TOTAL REVENUE $161,507

Expense Breakdown

Grants Paid $13,202

Salaries & Benefits $20,500

Fundraising Expenses $0

Program Expenses $36,670

Other Expenses $48,123

TOTAL EXPENSES $81,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,507	$76,265	+1.1%
Expenses	$81,825	$74,102	+0.1%
Net Income	$79,682	$2,163	+35.8%

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

N/A

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

$20,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYDIA MCAFEE	DIRECTOR	0.50	Director	$20,500	$0	$20,500
TOM ARCHER	DIRECTOR	0.50	Director	$0	$0	$0
MALLORY BAIRD	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS BERRY	DIRECTOR	0.50	Director	$0	$0	$0
SALLY BULLOCK	DIRECTOR	0.50	Director	$0	$0	$0
ART CAMPSEY	DIRECTOR	0.50	Director	$0	$0	$0
TONY GARCIA	DIRECTOR	0.50	Director	$0	$0	$0
MICHELE GIDDENS	DIRECTOR	0.50	Director	$0	$0	$0
PETER HUGILL	DIRECTOR	0.50	Director	$0	$0	$0
MELODY HULL	DIRECTOR	0.50	Director	$0	$0	$0
KRISTIN KELLUM	DIRECTOR	0.50	Director	$0	$0	$0
KATHY KENNEDY	DIRECTOR	0.50	Director	$0	$0	$0
TRUDY KINNISON	DIRECTOR	0.50	Director	$0	$0	$0
ANN VAN PELT	DIRECTOR	0.50	Director	$0	$0	$0
RYAN REED	DIRECTOR	0.50	Director	$0	$0	$0
DAVID SMITH	DIRECTOR	0.50	Director	$0	$0	$0
FRED SUCHY	TREASURER	0.50	Officer Director	$0	$0	$0
ROBIN TEAGUE	DIRECTOR	0.50	Director	$0	$0	$0
JUDY WARREN	DIRECTOR	0.50	Director	$0	$0	$0
RICK WILSON	DIRECTOR	0.50	Director	$0	$0	$0
LYNN BOYD	PRESIDENT	0.50	Officer	$0	$0	$0
TONI VAN BUREN	PAST PRESIDE	0.50	Officer	$0	$0	$0
AMANDA HOLMES	PAST TREASUR	0.50	Officer	$0	$0	$0
MARY ALLEN MARTIN	SECRETARY	0.50	Officer	$0	$0	$0
CHRIS SCRUGGS	PRESIDENT EL	0.50	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	No data	No data	No data	No data
2023	$161,507	$81,825	$205,992	$79,682