MONTE VISTA COMMUNITY FUND INC (EIN 264204733) - 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

2009

Legal Domicile

Principal Officer

BARBARA SEARS

Phone

7198498197

Tax Period

2025-01-01 to 2025-12-31

MONTE VISTA COMMUNITY FUND INC, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $223K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $106K, a strong 47% operating margin.

Mission

A NON-PROFIT ORGANIZATION DEVOTED TO RAISING MONEY FOR IMPORTANT CAUSES IN MONTE VISTA, CO.

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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 (2025)

Revenue Breakdown

Contributions & Grants $223,054

Program Service Revenue $0

Investment Income $10

Other Revenue $0

TOTAL REVENUE $223,064

Expense Breakdown

Grants Paid $116,922

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,922

Other Expenses $258

TOTAL EXPENSES $117,180

Year-over-Year Comparison

	2025	2024	Change
Revenue	$223,064	$190,694	+0.2%
Expenses	$117,180	$156,066	-0.2%
Net Income	$105,884	$34,628	+2.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA SEARS	PRESIDENT	5	Officer Director	$0	$0	$0
MICHAEL DICKER	SECRETARY	1	Officer Director	$0	$0	$0
ANITA KINSEY	TREASURER	3	Officer Director	$0	$0	$0
TYLER KECK	MEMBER	1.00	Director	$0	$0	$0
KARLA SHRIVER	MEMBER	1	Director	$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
2025	$223,064	$117,180	$176,551	$105,884
2024	$190,694	$156,066	$70,467	$34,628
2023	$573,779	$646,520	$35,839	$-72,741
2022	$247,276	$578,272	$108,580	$-330,996
2021	$822,182	$2,569,418	$439,576	$-1,747,236
2020	$3,387,420	$2,042,329	$2,186,812	$1,345,091
2019	$852,045	$86,137	$841,741	$765,908

MONTE VISTA COMMUNITY FUND INC