CREST VIEW FOUNDATION (EIN 411889532) - 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

1997

Legal Domicile

Principal Officer

TERESE FOX

Phone

7637281612

Tax Period

2023-10-01 to 2024-09-30

CREST VIEW FOUNDATION, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $26K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 54% operating margin.

Mission

PROVIDES FUNDRAISING FOR CREST VIEW CORPORATION AND AFFILIATES.

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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 $24,007

Program Service Revenue $0

Investment Income $1,855

Other Revenue $0

TOTAL REVENUE $25,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $190

Other Expenses $12,008

TOTAL EXPENSES $12,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,862	$34,917	-0.3%
Expenses	$12,008	$9,862	+0.2%
Net Income	$13,854	$25,055	-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

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

$219,827

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIRLEY BARNES	CEO (THRU AUGUST 2024)	2.00	Officer	$0	$0	$170,669
CURT ENGELS	CFO (THRU MAY 2024)	1.00	Officer	$0	$0	$41,158
TERESE FOX	COA	2.00	Officer	$0	$0	$8,000
GABRIELLE ANDERSON	INTERIM CEO	2.00	Officer	$0	$0	$0
JOHN MILLER	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
SHERILYN MOE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW AHRENDT	BOARD SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JULIE LUNDBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
WAYNE OLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
GLEN TESKE	BOARD MEMBER	1.00	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	$25,862	$12,008	$326,413	$13,854
2023	$34,917	$9,862	$317,685	$25,055
2022	$43,194	$27,552	$287,228	$15,642
2021	$36,686	$34,124	$278,630	$2,562
2020	$46,990	$87,145	$265,050	$-40,155
2019	$58,553	$79,107	$335,330	$-20,554
2018	$60,238	$74,786	$375,123	$-14,548

CREST VIEW FOUNDATION