MONTE VISTA EDUCATION FOUNDATION (EIN 841312576) - 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

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.

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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
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

MONTE VISTA EDUCATION FOUNDATION