LA VISTA COMMUNITY FOUNDATION (EIN 391965118) - 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

1999

Phone

4029609625

Tax Period

2023-01-01 to 2023-12-31

LA VISTA COMMUNITY FOUNDATION, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $135K in total revenue in fiscal year 2023. Revenue surged 207% from the prior year, signaling strong growth momentum. Expenses of $121K left a modest 10% surplus.

Mission

THE LA VISTA COMMUNITY FOUNDATION IS A COOPERATIVE EFFORT OF DONORS, NON-PROFIT ORGANIZATIONS AND CITIZENS DEDICATED TO STRENGTHENING THE COMMUNITY FOR OUR PRESENT AND FUTURE GENNERATIONS.

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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 $173,123

Program Service Revenue $0

Investment Income $6,045

Other Revenue $-44,196

TOTAL REVENUE $134,972

Expense Breakdown

Grants Paid $29,430

Salaries & Benefits $73,763

Fundraising Expenses $0

Other Expenses $18,222

TOTAL EXPENSES $121,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,972	$43,971	+2.1%
Expenses	$121,415	$122,506	0.0%
Net Income	$13,557	$-78,535	-1.2%

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	Reportable Comp	Other Comp	Total
BRIAN MAHLENDORF	PRESIDENT	2	$0	$0	$0
TOM KERFOOT	SECRETARY	2	$0	$0	$0
TOM GRANTHAM	TREASURER	2	$0	$0	$0
LORI FISCHER	TRUSTEE	2	$0	$0	$0
TOM MCKEON	TRUSTEE	2	$0	$0	$0
NEAL KRAUSS	TRUSTEE	2	$0	$0	$0
JAKE TIETGEN	TRUSTEE	2	$0	$0	$0
TOM GRANTHAM	TRUSTEE	2	$0	$0	$0
QUINN TEXMO	BOARD CHAIR	2	$0	$0	$0
BRENDA GUNN	EX-EFFICIO	N/A	$0	$0	$0
KEVIN POLORNY	EX-EFFICIO	N/A	$0	$0	$0
DOUG KINDIG	EX-EFFICIO	N/A	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$134,972	$121,415	$254,417	$13,557
2022	$43,971	$122,506	$247,835	$-78,535
2021	$112,383	$96,007	$326,892	$16,376
2020	$61,563	$45,448	$305,181	$16,115
2019	$93,897	$51,220	$289,066	$42,677
2018	$39,073	$56,606	$246,389	$-17,533

LA VISTA COMMUNITY FOUNDATION