The Montview Foundation (EIN 300096840) - 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

2001

Legal Domicile

Principal Officer

Scott Ranby

Phone

7202340706

Tax Period

2023-01-01 to 2023-12-31

The Montview Foundation, founded in 2001, is a small nonprofit in the Religion sector that reported $313K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $78K, a strong 25% operating margin.

Mission

Management of Endowment Management and administration of endowment funds and a charitable gift annuity account for the benefit of Montview Boulevard Church

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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 $122,500

Program Service Revenue $0

Investment Income $190,696

Other Revenue $0

TOTAL REVENUE $313,196

Expense Breakdown

Grants Paid $233,721

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,721

Other Expenses $1,542

TOTAL EXPENSES $235,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$313,196	$373,441	-0.2%
Expenses	$235,263	$241,697	0.0%
Net Income	$77,933	$131,744	-0.4%

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
Scott Ranby	President	1.00	Officer Director	$0	$0	$0
Amy Slothower	Board Member	0.50	Director	$0	$0	$0
Rolfe Larson	Board Member	0.50	Director	$0	$0	$0
Margaret Green	Board Member	0.50	Director	$0	$0	$0
Greg Guiffra	Board Member	0.50	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
2024	No data	No data	No data	No data
2023	$313,196	$235,263	$6,211,011	$77,933
2022	$373,441	$241,697	$5,352,155	$131,744
2021	$198,806	$219,711	$6,599,776	$-20,905
2020	$194,485	$224,924	$6,076,592	$-30,439
2019	$192,041	$219,015	$5,463,811	$-26,974
2018	$535,319	$213,805	$4,747,396	$321,514

The Montview Foundation