MOUNTAIN VISTA RETIREMENT RESIDENCE (EIN 911806767) - 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

1997

Legal Domicile

Principal Officer

DEAN MCKEE

Phone

3073326612

Tax Period

2023-11-01 to 2024-10-31

MOUNTAIN VISTA RETIREMENT RESIDENCE, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $386K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $73K, a strong 19% operating margin.

Mission

THE ORGANIZATION PROVIDES HOUSING AND SERVICES FOR INDIVIDUALS AGE 55 AND OLDER. THE ORGANIZATION PROVIDES MAINTENANCE OF THE PROPERTY AND SAFETY FOR SENIOR AGED RESIDENTS THUS ALLOWING THE OPPORTUNITY FOR INDEPENDENT LIVING.

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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 $0

Program Service Revenue $377,879

Investment Income $8,537

Other Revenue $0

TOTAL REVENUE $386,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $108,828

Fundraising Expenses $0

Program Expenses $249,546

Other Expenses $204,978

TOTAL EXPENSES $313,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$386,416	$420,438	-0.1%
Expenses	$313,806	$315,806	0.0%
Net Income	$72,610	$104,632	-0.3%

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
DEAN MCKEE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF KIMBER	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT NAGY	DIRECTOR	1.00	Director	$0	$0	$0
BECKY PACKER	DIRECTOR	1.00	Director	$0	$0	$0
JUSTUS JACOBS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
SKY PHIFER	DIRECTOR	1.00	Director	$0	$0	$0
AMI VINCENT	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDRIA ECKHARDT	DIRECTOR	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
2024	$386,416	$313,806	$1,376,742	$72,610
2023	$420,438	$315,806	$1,559,816	$104,632
2022	$321,520	$302,025	$1,736,978	$19,495
2021	$316,258	$294,292	$1,528,607	$21,966
2020	$297,981	$282,268	$1,739,193	$15,713
2019	$279,743	$283,488	$2,025,073	$-3,745
2018	$298,486	$285,139	$2,206,434	$13,347

MOUNTAIN VISTA RETIREMENT RESIDENCE