ENVISION INC (EIN 261392721) - 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

2007

Legal Domicile

Phone

3162672244

Tax Period

2024-07-01 to 2025-06-30

ENVISION INC, founded in 2007, is a mid-sized nonprofit in the Human Services sector that reported $10.6M in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.5M, a strong 61% 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 $0

Program Service Revenue $138,317

Investment Income $10,066,109

Other Revenue $415,922

TOTAL REVENUE $10,620,348

Expense Breakdown

Grants Paid $122,100

Salaries & Benefits $6,724,966

Fundraising Expenses $0

Program Expenses $3,226,776

Other Expenses $-2,699,160

TOTAL EXPENSES $4,147,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,620,348	$4,834,107	+1.2%
Expenses	$4,147,906	$2,684,795	+0.5%
Net Income	$6,472,442	$2,149,312	+2.0%

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

$1,164,808

Total Directors

$754,748

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT DENNY	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
KATHY SCHLEIN	SECRETARY	1.0	Officer Director	$0	$0	$0
MICHAEL MONTEFERRANTE	CEO/DIRECTOR/OFFICER	40.0	Officer Director	$646,024	$108,724	$754,748
SAM WILLIAMS	CHAIRMAN	1.0	Officer Director	$0	$0	$0
BOB RING	DIRECTOR	1.0	Director	$0	$0	$0
DAN POWERS	DIRECTOR	1.0	Director	$0	$0	$0
JEFF MACDOWELL	DIRECTOR	1.0	Director	$0	$0	$0
LARRY KIMBLER	DIRECTOR	1.0	Director	$0	$0	$0
MOJI ROSSON	DIRECTOR	1.0	Director	$0	$0	$0
TYLER RUTSTEIN	DIRECTOR	1.0	Director	$0	$0	$0
WENDY CROSSMAN	DIRECTOR	1.0	Director	$0	$0	$0
MARK EATON	CFO/OFFICER	40.0	Officer	$344,578	$65,482	$410,060
ANTONE SITES	DIRECTOR, ACCOUNTING	40.0	Highest	$135,785	$45,876	$181,661
CARRIE PERRY	VP, HUMAN RESOURCES	40.0	Highest	$195,856	$64,034	$259,890
EMILY HOLMES HURST	VP, WICHITA FOUNDATION & WIC	40.0	Highest	$114,159	$30,168	$144,327
KIRK MILLER	DIRECTOR, APPLICATION TECHNOLOGY	40.0	Highest	$136,192	$18,790	$154,982
TROY MCKISSICK	VP, CONTROLLER	40.0	Highest	$211,411	$55,758	$267,169

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	$10,620,348	$4,147,906	$106,622,146	$6,472,442
2024	$4,834,107	$2,684,795	$119,935,767	$2,149,312
2023	$5,358,915	$2,811,411	$112,503,934	$2,547,504
2022	$8,183,457	$3,732,593	$105,134,619	$4,450,864
2021	$1,075,568	$3,993,338	$113,455,758	$-2,917,770
2020	$3,533,944	$3,792,999	$90,283,992	$-259,055
2019	$3,318,898	$3,842,082	$86,410,604	$-523,184
2018	$4,896,167	$9,136,164	$71,458,519	$-4,239,997

ENVISION INC