MONTE VISTA EDUCATION FOUNDATION

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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

1995

Legal Domicile

Phone

7198525996

Tax Period

2024-01-01 to 2024-12-31

MONTE VISTA EDUCATION FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $154K in total revenue in fiscal year 2024. Revenue surged 342% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 72% operating margin.

Mission

TO MAKE A DIFFERENCE IN THE LIVES OF MONTE VISTA'S STUDENTS BY PROMOTING THE VALUE OF EDUCATION AND WORK ETHIC.

Program Service Accomplishments

Program 1

Expenses: $25,500

In 2024 we funded scholarships to 10 individuals, 3 new students and 7 renewable scholarships. Scholarships are paid by the Monte Vista Schools directly to the scholarship recipient's institution...

In 2024 we funded scholarships to 10 individuals, 3 new students and 7 renewable scholarships. Scholarships are paid by the Monte Vista Schools directly to the scholarship recipient's institution. The Foundation then reimburses the school district. Applicants apply through the Monte Vista School District and are chosen by them.

Program 2

Expenses: $15,233 Revenue: $20,446

Monte Vista Education Foundation has worked over the past few years to establish the Bomb Squad traveling baseball program. We are getting ready to begin our 5th year of providing players from Monte Vista and across the San Luis Valley the opportunity to play, learn, and compete in tournaments across the state. We currently have two teams that are composed of players ages 8-14 years old. Our coaches are all volunteers and dedicate their time and energy to helping these young players develop. The parents are very supportive by driving the children to the different tournaments and local businesses and individuals generously support the program through donations and sponsorships.Our primary goals are to: 1) Keep our kids motivated, active, and healthy; 2) Teach them the fundamentals and help them further develop their skills; 3) Develop teamwork and leadership skills; 4) Provide a wide range of opportunities and experiences.In 2024, we had 26-30 children participate along with parents, coaches and grandparents.

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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 $81,028

Program Service Revenue $20,446

Investment Income $52,856

Other Revenue $0

TOTAL REVENUE $154,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,733

Other Expenses $42,778

TOTAL EXPENSES $42,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$154,330	$34,929	+3.4%
Expenses	$42,778	$41,953	+0.0%
Net Income	$111,552	$-7,024	-16.9%

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
LINDA BURNETT	Director	0.10	Director	$0	$0	$0
GARY WILKINSON	President	1.00	Officer Director	$0	$0	$0
TYLER KECK	Director	0.10	Director	$0	$0	$0
SAVANNAH TORRES	Director	0.10	Director	$0	$0	$0
CARLY SANTI-LOZOYA	Director	0.10	Director	$0	$0	$0
JERENE WILKINSON	Treasurer	2.00	Officer Director	$0	$0	$0
CHRIS VANCE	Director	0.10	Director	$0	$0	$0
EUGENE FARISH	Director	0.10	Director	$0	$0	$0
HEATHER HILLIN	Director	0.10	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	$154,330	$42,778	$865,996	$111,552
2023	$34,929	$41,953	$721,642	$-7,024
2022	$57,352	$28,809	$664,726	$28,543
2021	$45,377	$17,581	$795,724	$27,796
2020	$27,707	$25,889	$711,313	$1,818
2019	$42,998	$27,865	$642,049	$15,133
2018	$43,903	$18,419	$557,768	$25,484