MONTEREY BAY VETERANS (EIN 770302740) - 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

PATRIC MCCOY

Phone

8318090023

Tax Period

2024-01-01 to 2024-12-31

MONTEREY BAY VETERANS, founded in 1991, is a small nonprofit in the Human Services sector that reported $120K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Net assets of $487K represent 49 months of operating reserves.

Mission

TO PROVIDE DISABLED VETERANS AND THE PHYSICALLY CHALLENGED WITH MENTAL AND PHYSICAL REHABILITATION THERAPY AND ACCESS TO OUTDOOR RECREATION

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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 $118,054

Program Service Revenue $0

Investment Income $1,840

Other Revenue $0

TOTAL REVENUE $119,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $120,242

TOTAL EXPENSES $120,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,894	$131,293	-0.1%
Expenses	$120,242	$211,795	-0.4%
Net Income	$-348	$-80,502	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BOGAN	PRESIDENT	010.00	Officer Director	$0	$0	$0
PAT MCCOY	VICE PRESIDENT	010.00	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
2024	$119,894	$120,242	$486,856	$-348
2023	$131,293	$211,795	$487,204	$-80,502
2022	$231,535	$185,516	$555,359	$46,019
2021	$16,637	$143,465	$509,340	$-126,828
2020	$89,352	$143,897	$636,168	$-54,545

MONTEREY BAY VETERANS