MONTEVUECITIZENS AUXILIARIES INC (EIN 521631500) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Phone

3016959411

Tax Period

2018-06-01 to 2019-05-31

MONTEVUECITIZENS AUXILIARIES INC, founded in 1964, is a small nonprofit in the Housing & Shelter sector that reported $258K in total revenue in fiscal year 2018. The organization ran a surplus of $227K, a strong 88% operating margin.

Mission

The corporation is organized to promote the welfare and enhance the quality of life of the residents of the Montevue Assisted Living facility and the Citizens Care and Rehabilitation Center, located in Frederick, Maryland, with particular emphasis on the establishment of programs of occupational therapy and promotion of social activities for the residents of each facility.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $234,057

Program Service Revenue $1,340

Investment Income $3

Other Revenue $22,237

TOTAL REVENUE $257,637

Expense Breakdown

Grants Paid $6,598

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,525

Other Expenses $24,021

TOTAL EXPENSES $30,619

Year-over-Year Comparison

	2018	2017	Change
Revenue	$257,637	N/A	N/A
Expenses	$30,619	N/A	N/A
Net Income	$227,018	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE STUP	Director	15.00	Director	$0	$0	$0
EILEEN MERCER	Director	15.00	Director	$0	$0	$0
DORIS SMITH	Director	15.00	Director	$0	$0	$0
JOYCE ROWE	Director	15.00	Director	$0	$0	$0
VINCE PARMESANO	Secretary	15.00	Officer	$0	$0	$0
JOANNE LACOSTE	Treasurer	15.00	Officer	$0	$0	$0
GRACE WINPIGLER	Vice President	15.00	Officer	$0	$0	$0
LINDA TURBYVILLE	President	15.00	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
2019	$257,637	$30,619	$270,427	$227,018

MONTEVUECITIZENS AUXILIARIES INC