MONTEVISTA FOUNDATION INC (EIN 742618410) - 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

1998

Legal Domicile

Principal Officer

CARLOS LORENZO

Phone

2107323065

Tax Period

2023-01-01 to 2023-12-31

MONTEVISTA FOUNDATION INC, founded in 1998, is a small nonprofit in the Religion sector that reported $142K in total revenue in fiscal year 2023. Net assets of $874K represent 74 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.

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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 $42,786

Program Service Revenue $99,866

Investment Income $2

Other Revenue $-1,150

TOTAL REVENUE $141,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,783

Fundraising Expenses $0

Program Expenses $151,591

Other Expenses $104,558

TOTAL EXPENSES $152,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,504	$134,350	+0.1%
Expenses	$152,341	$143,208	+0.1%
Net Income	$-10,837	$-8,858	+0.2%

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
DOUGLAS KISGEN	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
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

MONTEVISTA FOUNDATION INC