VISTA ENDOWMENT FUND INC

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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

2005

Legal Domicile

Principal Officer

HELEN BOSCH

Phone

8603998080

Tax Period

2024-07-01 to 2025-06-30

VISTA ENDOWMENT FUND INC, founded in 2005, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. The organization ran a surplus of $1.0M, a strong 69% operating margin.

Mission

THE PRIMARY PURPOSE OF VISTA ENDOWMENT FUND, INC. IS TO SUPPORT THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS. INC. AND SPECIFICALLY TO MANAGE ASSETS OF THE ENDOWMENT FUND.

Program Service Accomplishments

Program 1

Expenses: $444,985

TO MANAGE ENDOWMENT INVESTMENTS TO FURTHER THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,182,926

Program Service Revenue $0

Investment Income $306,391

Other Revenue $0

TOTAL REVENUE $1,489,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $444,985

Other Expenses $466,783

TOTAL EXPENSES $466,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,489,317	$1,481,225	+0.0%
Expenses	$466,783	$455,387	+0.0%
Net Income	$1,022,534	$1,025,838	0.0%

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

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

$263,909

Total Directors

$186,909

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELEN BOSCH	CHIEF EXECUTIVE OFFICER	4.00	Officer Director	$0	$5,311	$186,909
CATHERINE O'DWYER	PRESIDENT & DEPUTY TREASUR	2.00	Officer Director	$0	$0	$0
PHILLIP KRALL	VICE PRESIDENT & SECRETARY	2.00	Officer Director	$0	$0	$0
LEIGH BONNEY	TREASURER	2.00	Officer Director	$0	$0	$0
ELENA PATTERSON	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT RICHARD	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM TERRIBILE	DIRECTOR	2.00	Director	$0	$0	$0
DONALD W ANDERSON ESQ	DIRECTOR	2.00	Director	$0	$0	$0
JOHAN LERNMARK	VP OF FINANCE	2.00	Officer	$0	$0	$77,000
TOD VAN KIRK	VP OF PROGRAMS, SERVICES & ORG. DEVELOPMENT	2.00	Highest	$0	$36,247	$185,613
ROBYN WESTERKAMP	VP OF BUSINESS OPERATIONS & ADMIN SERVICES	2.00	Highest	$0	$10,510	$150,746

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	$1,489,317	$466,783	$11,106,317	$1,022,534
2024	$1,481,225	$455,387	$9,586,044	$1,025,838
2023	$614,651	$423,574	$8,282,631	$191,077
2023	$614,651	$423,574	$8,282,631	$191,077
2022	$944,948	$365,403	$7,292,671	$579,545
2021	$529,719	$317,311	$8,260,420	$212,408
2020	$428,226	$263,437	$6,541,262	$164,789
2019	$601,834	$226,992	$6,095,613	$374,842