Alta Vista Integrated Life Services (EIN 301184036) - 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

2019

Legal Domicile

Principal Officer

Phone

8552018141

Tax Period

2024-01-01 to 2024-12-31

Alta Vista Integrated Life Services, founded in 2019, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 4% surplus.

Mission

Offer excellence in education with emphasis on choice, and support individual and family development through counseling and life supports

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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 $51,762

Program Service Revenue $1,157,512

Investment Income $59

Other Revenue $0

TOTAL REVENUE $1,209,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $987,663

Fundraising Expenses $0

Program Expenses $997,283

Other Expenses $174,925

TOTAL EXPENSES $1,164,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,209,333	$925,404	+0.3%
Expenses	$1,164,431	$882,099	+0.3%
Net Income	$44,902	$43,305	+0.0%

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

N/A

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

$62,823

Total Directors

$93,566

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Ruiz	Executive Dir.	40.00	Officer Director	$62,823	$0	$62,823
RACHEL REEDY	Vice President	0.00	Director	$29,989	$0	$29,989
HEATHER MCLELLAN	Trustee	3.00	Director	$754	$0	$754
DARRELL THOMAS	President	0.00	Director	$0	$0	$0
KARL LAWING	Trustee	0.00	Director	$0	$0	$0
BRIAN BROZOVIC	Treasurer	0.00	Director	$0	$0	$0
ERNIE GYLPHE	Trustee	0.00	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	$1,209,333	$1,164,431	$178,715	$44,902
2023	$925,404	$882,099	$110,063	$43,305
2022	$726,911	$735,044	$91,258	$-8,133
2021	$627,212	$628,819	$84,800	$-1,607
2020	$290,283	$343,679	$78,400	$-53,396

Alta Vista Integrated Life Services