Montview Building Corporation (EIN 840531946) - 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

1962

Legal Domicile

Principal Officer

JEANNE ROBB

Phone

3033206133

Tax Period

2022-10-01 to 2023-06-30

Montview Building Corporation, founded in 1962, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2022. Revenue surged 430% from the prior year, signaling strong growth momentum. Expenses of $6.1M exceeded revenue, resulting in a 33% operating deficit.

Mission

Senior citizen housing.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,851

Program Service Revenue $174,670

Investment Income $4,413,262

Other Revenue $0

TOTAL REVENUE $4,589,783

Expense Breakdown

Grants Paid $5,896,714

Salaries & Benefits $28,562

Fundraising Expenses $0

Program Expenses $6,094,795

Other Expenses $169,519

TOTAL EXPENSES $6,094,795

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,589,783	$865,880	+4.3%
Expenses	$6,094,795	$858,435	+6.1%
Net Income	$-1,505,012	$7,445	-203.2%

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

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
LARA JAKUBOWSKI	board manager	1.00	Director	$0	$0	$0
Collene McNally	BOARD MANAGER	1.00	Director	$0	$0	$0
JEANNE ROBB	Chair	1.00	Officer Director	$0	$0	$0
SCOTT SHOWALTER	BOARD MANAGER	1.00	Director	$0	$0	$0
KATHERINE HUSSEY	vice chair	1.00	Officer Director	$0	$0	$0
Jennifer Seward	board manager	1.00	Director	$0	$0	$0
THOMAS J WEGS	Treasurer	1.00	Officer Director	$0	$0	$0
CHEVIS HORNE	Secretary	1.00	Director	$0	$0	$0
DAWN KIRKWOOD	BOARD MANAGER	1.00	Director	$0	$0	$0
CODY BELZLEY	BOARD MANAGER	1.00	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
2023	$4,589,783	$6,094,795	No data	$-1,505,012
2022	$865,880	$858,435	$1,505,012	$7,445
2021	$837,540	$726,443	$1,454,101	$111,097
2020	$940,717	$835,189	$1,375,483	$105,528
2019	$854,158	$811,347	$1,326,444	$42,811
2018	$833,030	$804,496	$1,347,622	$28,534

Montview Building Corporation