MONTIS RESIDENTIAL (EIN 464518539) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

DON STEWARD

Phone

2564391975

Tax Period

2024-10-01 to 2025-09-30

MONTIS RESIDENTIAL, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2017.

Mission

THE SPECIFIC MISSION OF MONTIS RESIDENTIAL IS TO PROVIDE SAFE AND APPROPRIATE HOUSING FOR INTELLECTUALLY, DEVELOPMENTALLY AND MENTALLY DISABLED PERSONS; TO CREATE AND SUSTAIN A HEALTY ENVIRONMENT FOR INTELLECTUALLY, DEVELOPMENTALLY AND MENTALLY DISABLED PERSONS; AND TO IMPROVE MENTAL HEALTH OF THE COMMUNITY AT LARGE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $971,661

Investment Income $7,312

Other Revenue $0

TOTAL REVENUE $978,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $535,998

Fundraising Expenses $0

Program Expenses $631,138

Other Expenses $399,577

TOTAL EXPENSES $935,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$978,973	$958,889	+0.0%
Expenses	$935,575	$463,563	+1.0%
Net Income	$43,398	$495,326	-0.9%

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

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
DON STEWARD	PRESIDENT	0.00	Officer Director	$0	$0	$0
CRAIG INZER	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
KATIE BRACKET	SECRETARY/TREASURER	0.00	Officer Director	$0	$0	$0
KATHY WEST	EXECUTIVE DIRECTOR	5.00	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
2025	$978,973	$935,575	$1,029,587	$43,398
2024	$958,889	$781,691	$976,047	$177,198
2023	$774,645	$866,870	$792,416	$-92,225
2022	$896,540	$765,060	$895,547	$131,480
2021	$1,203,052	$812,646	$770,685	$390,406
2020	$1,204,690	$1,074,074	$401,132	$130,616
2019	$1,192,665	$1,176,216	$273,046	$16,449
2018	$1,045,957	$1,028,134	$234,420	$17,823

MONTIS RESIDENTIAL