MONTANA DE LUZ (EIN 311799308) - 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

STEPHANIE BRETT

Phone

6148488077

Tax Period

2023-01-01 to 2023-12-31

MONTANA DE LUZ, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $415K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $357K left a modest 14% surplus.

Mission

PROVIDE EDUCATIONAL SERVICES AND PERSONAL GROWTH EXPERIENCES FOR PARTICIPANTS, WHILE AT THE SAME TIME, PROVIDING ADEQUATE HOUSING AND EDUCATIONAL FACILITIES FOR CHILDREN AFFECTED BY HIV/AIDS IN HONDURAS.

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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 $421,770

Program Service Revenue $0

Investment Income $22,785

Other Revenue $-29,428

TOTAL REVENUE $415,127

Expense Breakdown

Grants Paid $249,562

Salaries & Benefits $3,779

Fundraising Expenses $0

Program Expenses $334,947

Other Expenses $103,713

TOTAL EXPENSES $357,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,127	$369,553	+0.1%
Expenses	$357,054	$296,773	+0.2%
Net Income	$58,073	$72,780	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUSTIN SKEET AYSCUE	VICE PRESIDE	2.00	Director	$0	$0	$0
NICOLE BONDY	DIRECTOR	2.00	Director	$0	$0	$0
KARA CRUIKSHANK	DIRECTOR	2.00	Director	$0	$0	$0
ERIKA LOPEZ	DIRECTOR	2.00	Director	$0	$0	$0
EMMA MCCARTHY	DIRECTOR	2.00	Director	$0	$0	$0
JACQUIE PATTON	DIRECTOR	2.00	Director	$0	$0	$0
ADAM WHITE	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE BRETT	TREASURER	2.00	Officer	$0	$0	$0
DOUG HADDIX	PRESIDENT	2.00	Officer	$0	$0	$0
JENNIFER MIESSE	DIRECTOR	2.00	Officer	$0	$0	$0
DREW SHEPPARD	SECRETARY	2.00	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	$415,127	$357,054	$176,274	$58,073
2022	$369,553	$296,773	$143,784	$72,780
2021	$321,461	$332,316	$72,156	$-10,855
2020	$328,643	$289,876	$76,282	$38,767
2019	$360,233	$359,302	$47,804	$931
2018	$436,060	$492,602	$47,157	$-56,542

MONTANA DE LUZ