Monte Vista Academic Boosters (EIN 680260241) - 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

1991

Legal Domicile

Principal Officer

Lisa Gross

Phone

9255522800

Tax Period

2023-07-01 to 2024-06-30

Monte Vista Academic Boosters, founded in 1991, is a small nonprofit in the Education sector that reported $432K in total revenue in fiscal year 2023. Expenses of $402K left a modest 7% surplus.

Mission

PROVIDES ACADEMIC ENRICHMENT PROGRAMS TO PROMOTE A SUPERIOR ACADEMIC ENVIRONMENT FOR THE STUDENTS OF MONTE VISTA HIGHSCHOOL, TO RECOGNIZE ACADEMIC ACHIEVMENT WITHIN THE STUDENT BODY.

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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 $404,145

Program Service Revenue $18,087

Investment Income $9,356

Other Revenue $0

TOTAL REVENUE $431,588

Expense Breakdown

Grants Paid $392,927

Salaries & Benefits $0

Fundraising Expenses $847

Program Expenses $395,522

Other Expenses $8,703

TOTAL EXPENSES $401,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$431,588	$425,276	+0.0%
Expenses	$401,630	$426,732	-0.1%
Net Income	$29,958	$-1,456	-21.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Gross	Co-President	5.00	Officer Director	$0	$0	$0
Jen Lindsay	Co-President	5.00	Officer Director	$0	$0	$0
Erika Goldstein	Vice President	1.00	Officer Director	$0	$0	$0
Juliet Haloulos	Secretary	1.00	Officer Director	$0	$0	$0
Cristin Sanchez	Treasurer	2.00	Officer Director	$0	$0	$0
Pinky Keswani	Asst. Treasurer	1.00	Officer Director	$0	$0	$0
Rosanna Lai	Classes/Testing	1.00	Officer Director	$0	$0	$0
Alyson Manfre	Ways & Means	2.00	Officer Director	$0	$0	$0
Amy Gratteau	Corporate Match	1.00	Officer Director	$0	$0	$0
Elizabeth Yuan	Corporate Match	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$431,588	$401,630	$637,230	$29,958
2023	$425,276	$426,732	$608,949	$-1,456
2022	$449,561	$407,685	$610,404	$41,876
2021	$377,621	$354,466	$568,527	$23,155
2020	$429,658	$402,219	$545,372	$27,439
2019	$489,555	$374,956	$517,933	$114,599

Monte Vista Academic Boosters