MONTEVISTA FOUNDATION 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

1998

Legal Domicile

Principal Officer

CARLOS LORENZO

Phone

2107323065

Tax Period

2025-01-01 to 2025-12-31

MONTEVISTA FOUNDATION INC, founded in 1998, is a small nonprofit in the Religion sector that reported $160K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $834K represent 63 months of operating reserves.

Mission

SUPPORT OF EXCLUSIVELY RELIGIOUS ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC PRELATURE OF OPUS DEI. (HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY & DISTRIBUTION OF RELIGIOUS MTLS). OPEN TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $170,245 Revenue: $117,103

HOLY MASS & OTHER WORSHIP, SPIRITUAL GUIDANCE, RETREATS, THEOLOGY CLASSES & DISTRIBUTION OF RELIGIOUS MTLS. ALL PROGRAMS & WORSHIP SERVICES ARE OPEN TO THE PUBLIC.

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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 (2025)

Revenue Breakdown

Contributions & Grants $42,595

Program Service Revenue $117,279

Investment Income $539

Other Revenue $-715

TOTAL REVENUE $159,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,695

Fundraising Expenses $0

Program Expenses $170,245

Other Expenses $114,456

TOTAL EXPENSES $171,151

Year-over-Year Comparison

	2025	2024	Change
Revenue	$159,698	$137,000	+0.2%
Expenses	$171,151	$165,475	+0.0%
Net Income	$-11,453	$-28,475	-0.6%

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

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
CARLOS LORENZO	PRESIDENT / DIRECTOR	15.00	Officer Director	$0	$0	$0
DARIO BUCHELI	DIRECTOR	0.50	Director	$0	$0	$0
EDWIN S TECARRO	DIRECTOR	0.50	Director	$0	$0	$0
MARK S GILTNER	SECRETARY/ TREASURER/ DIRE	0.50	Officer Director	$0	$0	$0
ED DAVID	DIRECTOR/ VICE PRESIDENT	0.50	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	$159,698	$171,151	$851,779	$-11,453
2024	No data	No data	No data	No data
2023	$141,504	$152,341	$882,101	$-10,837
2022	$134,350	$143,208	$891,443	$-8,858
2021	$198,789	$167,156	$908,622	$31,633
2020	$716,745	$223,669	$993,070	$493,076
2019	$183,359	$140,500	$1,277,235	$42,859